Live Training Series

• 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…