Intro to Accelo [Video]

Scaling your business isn’t going to happen with just clicking around and hoping what you want comes up. Here is a guide to explore the power of Accelo’s Service Operations tool.

Using this guide, you will be able to:

• Log into Accelo

• Create & Manage Company & Contacts

• Create & Manage the different Accelo Modules (Sales, Projects, Tickets, Retainers)

• Log Work Through Activities (Notes, Emails, Meetings, Calls, Postals)

• Manage your Timesheets (Daily & Weekly)

• Manage Resourcing & Scheduling

• Create an Invoice 

Intro to Accelo

At first glance, a platform like Accelo can be overwhelming. There are so many different buttons, menus, drop-downs for features that you may not be familiar with. We recommend starting with this video. Other users have found this video helpful to kickstart your introduction to Accelo. Practicing these new skills will make Accelo significantly less intimidating and much more intuitive for you and your team.

The first step of Accelo is logging into your deployment. To access your account, you need to know …