Because Accelo Sales is your one place of truth for all of your customers, we allow you to customize the different country information, including phone and postal code, when you're searching addresses… Read More
Because Accelo Sales is your one place of truth for all of your customers, we allow you to customize the different country information, including phone and postal code, when you're searching addresses in the system. To customize this information, go to the configuration area, General Configuration and Countries & States. You'll find the predefined default that Accelo has set up but we do allow you to add additional information like a new country.
In this video we'll go over the general configuration and the main settings which includes your organization info and your…
Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do…
Today we'll be discussing Activities. Activities are the lifeblood of Accelo. Most of your team's logged work will be recorded…
There are several different ways to create a task in Accelo. From the big blue Create button you can choose…
I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,…
In Accelo you can create different request cues for all of the emails that go to shared or generic company…