• Customize Invoice Template styling and Custom Fields
• Show Work Report Summaries on your Invoice
• Incorporate Invoicing into your Workflows
•…
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
• Determine when to Schedule vs Commit Time
• Navigate the Team…
• Email Capture Rules and Integration Settings
• Request Inbox Settings and Email Forwarding
• Email Aliases and Divisions
•…
• Forms API vs RESTful API - Which is right for you?
• Connecting your Website Contact Us Form to Accelo
•…
• Utilization Dashboard - How well is your team being utilized
• Profitability Dashboard - How much profit your team…
• Retainer Use Cases
• Periods, Allowances & Templates
• When to use a Retainer instead of a Project
• Linking Projects &…
• Navigating, searching & finding what you need
• Utilizing & configuring your lists & views
• Saving & sharing views with…
• Managing Task Deadlines and Priorities
• Appropriate use of Billable and Non-Billable Work
• Relocating and Adjusting Time Entries
• Splitting and…
• When and how to use Sales Automation & Triggers
• Re-engaging cold prospects with powerful reminders
• Tracking key dates such…
• Using the Projects Dashboard for Standup Meetings
• Incorporating Custom Lists to showcase meaningful data
• Reviewing Remaining Time, Progress &…
• Empowering Project Managers to Create Invoice Drafts
• Custom Lists, Work Approval Tool and Invoice Templates
• Invoicing for Unbilled Services
• …
• Fa-BOO-lous First Response Timestamp Triggers
• Enchanting Formula for Time to First Response
• Devilish 24-Hour New Unattended Ticket Triggers
• Haunting…
• Customizing priority product areas in Accelo
• Shortcuts & hot keys to save you time
• Tips to find your work…