Kolleno

Support

Kolleno Support

This collection will allow Kolleno customers to achieve success with Kolleno. Follow these videos in sequential order.

Onboarding & Account Setup

Create your account with an email and password

Create your Kolleno account

How to add a direct link to Kolleno on your Desktop

Creating a Kolleno shortcut

How to setup your company information and customer portal

Company information setup

How to create your Kolleno account. Invite team members. Connect your email. Setup your email signature. Integrate your ERP & connect your payment provider

Account Creation

You can invite as many team members as needed and provide them the appropriate permissions

Invite your team to the platform

Send an email invitation or login through your connected ERP

Invite your team

This must be a single sign on email dedicated to Kolleno only

Connect your email

Follow this step by step to connect your Microsoft 365 email account to send and receive emails from Kolleno.

Connect your Microsoft 365 inbox

Must be a single inbox email. Not a multiple inbox email

Connect your Kolleno specific email

You can create as many email signatures as you need. Ensure to create and set a default signature for your automated workflows.

Create email signatures

Create a default signature, plus a signature for each team member

Email signatures

Connect Microsoft Dynamics 365 Business Central, Clio, NetSuite, Quickbooks, Xero, Sage, Salesforce or upload via CSV

Connect your ERP to Kolleno

Connect your accounting software or import a CSV

Import your data

Allow customers to make payments via bank transfer, Blink, GoCardless, Stripe, Adyen or Fortis Pay

Collecting payments

Set how you would like your customers to pay

Allow your customers to pay

You can redirect this number to your number if you would like

Make calls from within Kolleno

Connect a phone number

This can be used to allocate certain customers to team members

Divide your customer base by creating Portfolios

Create a portfolio

Edit Kolleno's pre-made templates quickly and reduce mistakes

Create email or SMS templates for speed

Create templates

Watch the later training videos for more detail

Create workflows for automation

Workflows

Learn what all of the Dashboard features do and how to best use them

Dashboard

Ensure the team know how to use and complete tasks on a daily basis

Tasks

Ensure the team know how to find customer information quickly in Kolleno

Customers

Ensure the team know how to find, view and download customer invoices quickly

Invoices

Kolleno has a wide range of reports which can help owners, managers and team monitor their work and achieve their results

Reports

Day-to-day training #1

Kolleno has a fantastic range of recommended, pre-built workflows to save you time and begin using quickly