CRM

How to schedule activities for an opportunity

AccelGrid offers multiple ways to schedule activities for an opportunity: From the pipeline view To schedule...

Updated Dec 06, 2025

Managing team pipelines using sales teams

You can create, edit, or delete sales teams using the CRM -> Configuration -> Sales Teams menu. In the sales team...

Updated Dec 06, 2025

How to assign a salesperson to a customer?

Quotes and orders raised for a customer can automatically be assigned to a specific Salesperson by setting up a...

Updated Dec 06, 2025

How to create a quote for an opportunity?

To raise a quote for an opportunity, simply open the opportunity form and click on the Quotations button at the top...

Updated Dec 06, 2025

Where can I see a list of activities and when they are due?

To see a list of activities categorized by when they are due, you have three possible options: Using the CRM ->...

Updated Dec 06, 2025

Managing followers of an opportunity

The Followers feature is a great way to keep your team members notified of important updates to specific...

Updated Dec 06, 2025

Sending messages and logging notes on opportunities

Sending emails AccelGrid allows you to send email messages to your prospects directly from the application. To send...

Updated Dec 06, 2025

How to customize my sales pipeline?

You can customize your sales pipeline by adding new stages, removing or editing existing ones. To create a new...

Updated Dec 06, 2025

Managing team pipelines using sales teams

You can create, edit, or delete sales teams using the CRM -> Configuration -> Sales Teams menu. In the sales team...

Updated Dec 06, 2025