Create requests directly in Accelo on behalf of clients on the go.
Note: You must have Accelo's iOS app downloaded first.
The Request Queue serves as your central queue for client inquiries. In most cases, this acts similar to a client sending emails to your support@, info@ or sales@yourcompany.com. Your Support, Admin and Sales' team can work together out of one inbox in resolving all requests emailed to you by clients, allowing you to prevent forgotten emails or doubling up on your work. You can create Requests for your separate teams for clients through your iOS app.
For more information on Requests, check out our help resources.
When you're on the go, you can create a Request for your team back at the office or for you at a later time.
Search for a contact to create the request for.
Accelo will search the database of all of your clients in real-time for any contacts it can match. The search engine looks for matches against company name, contact name (first and last), email address and even phone number.
Choose the Request Type/Queue, and enter the details about the request. You can even include a picture you snap with your smartphone, or a file you've already saved to it (like a picture taken previously).