Intro to Accelo

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 your URL for the cloud-based platform: domain.accelo.com. 

Create and Manage Companies & Contacts

The core of Accelo is its Companies and Contacts. All your contacts, be it Leads, Clients, Vendors/Suppliers, or Partners will be managed within this module. All work, communication, billing, and details will be organized within the Company record to keep everything accessible and easy to locate.

Create & Manage an Object (Sales, Projects, Tickets, Retainers)

In Accelo, there are four major modules - Sales, Projects, Services (Tickets) and Retainers. Each module has ability to streamline your team's operations and optimize your company’s performance.

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

You and your team can manage all the work and progress for each of your Clients and track the appropriate work (Sales, Projects, Tickets, Retainers) through logging Activities and time against them.

Timesheets (Daily & Weekly)

The Daily and Weekly Timesheets allows you and your team to quickly log time and schedule work. This page will include all Scheduled Meetings, Tasks you should be working on, External Appointments, and Work already done such as Emails you’ve been sending throughout the day / week.

Manage Resourcing & Scheduling

With the use of some quick filters, you’ll have visibility into your team’s utilization capacities and review what they have on their plates. You can ‘book’ your team members for future work through your very own Portfolio Management tool.

Creating an Invoice

Now that we’ve captured all the work and time we’ve spent on Client work, we’ll create invoices to bill our Clients for it.