General settings
General settings
35 articles
- Adding a UserA guide on how to add new users in Accelerate, either by copying an existing user or creating a new one from scratch.
- Deleting a UserHow to Delete a User in Accelerate - Ensure correct user is deleted before confirming.
- Adding a User to a RelationshipHow to grant access to your fleet management customers.
- Printing NotesPrint notes on various documents such as quotes, orders, and delivery instructions within Accelerate.
- Loss ReasonEdit loss reasons in Settings to customise your Opportunity screen dropdown.
- Email IssuesWhy do emails sometimes fail to send? This article explains the reasons why Accelerate can't deliver an email.
- Nominal AccountsManage your business finances effectively using Nominal Accounts. Set up and integrate seamlessly with your accounting software via our API.
- Calculation PermissionsControl user access to calculations editing with tailored permissions settings in your organisation.
- What is a Working AdministratorHow to change a user's permissions to give them access to order information.
- Underwriting SettingsA guide for system administrators to edit underwriting settings including referral, accept, and decline reasons, and sub proposal statuses.
- Custom FieldsA guide on how to set up and manage custom fields in Accelerate to store additional relationship information.
- Creating Ancillary ProductsLearn how to add ancillary products to your contracts using Accelerate's quote/order page.
- How to Add a SourceKeep tabs on your business leads! Add and manage sources in the Settings tab to track ROI and focus on what works.
- Calculation DefaultsSystem admin guide to setting up calculation defaults in the system.
- Restricting Order EditsRestrict users' ability to change Order and Proposal statuses in your settings.
- Using Online ProposalsA guide to sending Online Proposals via email or completing them on behalf of clients.
- SequencesHow to create and use sequences in Accelerate to keep track of your deals and progress.
- Adding a BrandManaging multiple brands in Accelerate: How to add and assign users to specific brands for streamlined business operations.
- Configuring Email DomainsEnsure your emails reach your recipients with Accelerate's email deliverability guide.
- Pricing FilesHow to create, download, and modify pricing files for Leasing.com.
- Editing User PrivilegesManaging User Privileges in Accelerate
- Adding an Image to an Email TemplateHow to Add Images to Email Templates
- Opportunity TypesFixing Missing Opportunity Types for Users: An Admin Guide
- Default CashflowsA guide to setting up default cashflows in Accelerate for administrators.
- Inbound EmailForward emails into Accelerate for easy association with relevant contacts and relationships.
- Group EmailsHow to set up and send group emails in Accelerate.
- Mandatory FieldsHow to create custom mandatory fields in Accelerate, ensuring specific information is provided before saving.
- Configuring SMS ReplyHow to enable SMS replies in Accelerate, including configuring settings and sending/receiving messages.
- Library DocumentsHow to upload and attach documents to your emails in Accelerate - a guide for administrators and users.
- Transferring RelationshipsHow to transfer customer relationships to a new employee in your Accelerate, including associated tasks and opportunities.
- Cashflow Type - Nominal Account LinksSet up default nominal accounts for specific cashflow types in Accelerate to streamline your invoicing process.
- Creating LettersThis guide explains how to generate and send letters to customers within Accelerate using letter templates.
- Creating a Demands and Needs StatementA guide to creating Demands and Needs statements in Accelerate. Set up questions, define their order, and view them on your Opportunity page
- Bank AccountsHow to add a bank account to Accelerate for printing your own account details on invoices.
- Terms and Discount Management