Survival to Recovery: Taking Control Again
This has been a year where most businesses have been knocked around, and the focus has just been on surviving. As we near the end of 2020, it is important for business… Read More
This has been a year where most businesses have been knocked around, and the focus has just been on surviving. As we near the end of 2020, it is important for business owners and managers to think about taking control again - while pandemic and economic turbulence isn't over, businesses need to start planning for the future and the first step is for leaders to switch from working "in" (or worse, "under") their business and spend some time working "on" the business.
In this first of an ongoing series, Accelo CEO and Co-Founder, Geoff McQueen shares practical advice and insights on how business owners can free up time to work on their business, and ensure the time they spend working on the business translates to improvements that stick.
Client Portal | Customize & Configure | Intermediate
• Customize the look of the Client Portal
• Invite and impersonate your clients
• Set up global, project and company level…
Best Practices for Better Invoicing
• Customize Invoice Template styling and Custom Fields
• Show Work Report Summaries on your Invoice
• Incorporate Invoicing into your Workflows
•…
Survival to Recovery: Taking Control Again
This has been a year where most businesses have been knocked around, and the focus has just been on surviving.…
Best Practices for Scheduling & Resourcing
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
• Determine when to Schedule vs Commit Time
• Navigate the Team…
Best Practices for Email Capture & Requests
• Email Capture Rules and Integration Settings
• Request Inbox Settings and Email Forwarding
• Email Aliases and Divisions
•…