Settings & Configuration Guide

Configure your account to meet all of your business processes. Automate your workflows, segment your sales database and create custom profile fields for for better reporting, upgrade your Accelo subscription, and more!

Using these Configuration guides, you can:

• Set up your Users, Groups, and Access Control
• Configure your Account
• Configure your Modules
• Set up Triggers and Business Processes
• Import your Data
• Set up Billing and Rates
• Set up the Client Portal
• Manage your Account