Operations
Explore guides and tools designed to enhance the efficiency of your operations.
39 articles
- Email SignaturesA guide to managing email signatures in Accelerate, including personal, brand, and e-sign signatures, with hierarchy explanation.
- Stock ManagementHow to add, edit, and manage stock in Accelerate. Includes a step-by-step guide with screenshots.
- LeadsA guide to managing leads in Accelerate, including adding leads, using lists, and uploading data via Dataloader.
Funder Connect
Funder Connect
- Online QuotesA guide on generating live, up-to-date quotes from multiple funders withinAccelerate using the Online Quotes feature.
- Creating a Funder API CredentialA guide to creating Funder API credentials in Accelerate for both API-based and RPA-based funders.
- Adding Commission and Dealer OTRP to Online QuotesA guide on how to add funder commission and modify the OTRP (On The Road Price) when generating online quotes in Accelerate.
- Enabling Funder Connect Features for an Accelerate UserA guide on enabling Funder Connect features (quoting and proposals) for specific users in Accelerate.
- Submitting an Online Proposal using Funder ConnectA guide to submitting online proposals to funders via QV Apply, within Accelerate.
- Lex Proposal Form SetupHow to setup Lex proposal form.
Dataloader
Dataloader
- Uploading Data to AccelerateA guide to uploading data into Accelerate using the Dataloader, including formatting requirements and troubleshooting tips.
- Uploading Data with FlatfileA guide to uploading data into Accelerate using the improved Flatfile integration within the Dataloader.
- Bulk Close OpportunitiesA guide on how to use Dataloader to close multiple opportunities in bulk.
- Bulk Transfer RelationshipsHow to bulk transfer relationships to different account managers in Accelerate using Dataloader.
- Initial Rental CalculatorConvert your ratebook's initial rental multiples with ease using the Initial Payment Calculator.
- Bulk Transfer TasksTransfer tasks in bulk using the Dataloader tool.
- Bulk Transfer OpportunitiesUse Dataloader to efficiently transfer multiple opportunities between account managers in Accelerate.
- Bulk Delete RelationshipsHow to use the Dataloader to bulk delete relationships in Accelerate.
- Bulk Merge RelationshipsTo upload a file of the relationships you wish to merge and allowing the Dataloader to do this for you.
- Bulk Update StatusesA guide on how to use Dataloader to update statuses for Relationships, Opportunities, and Quotes in bulk.
- Bulk Complete TasksUse Dataloader to complete tasks in bulk with a CSV file of task IDs
Contracts
Contracts
- Payment SchedulesHow to add, edit, and manage payment schedules in Accelerate.
- Novating ContractsHow to novate a contract in a few easy steps.
- Linked ContractsHow to Link Contracts in Accelerate.
- Deleting a ContractHow to Delete a Contract: An Administrator's Guide
- Pastdated Contract ManagementEasily manage the status of past-dated contracts with Accelerate. Update and save contract statuses in just a few clicks.
- Direct Debit PaymentsHow to set up and manage Direct Debit mandates and payments in Accelerate.
Ratebooks
Ratebooks
- Updating Ratebook SummariesA guide to updating ratebook summaries in Accelerate, used for finding the cheapest deal based on various criteria.
- Ratebook UploaderHow to upload Ratebooks to Accelerate via the Dataloader tool.
- Ratebook TemplatesHow to configure the ratebook templates that will generate ratebooks for internal or third party use.
Dealers, Funders, Introducers & Suppliers
Dealers, Funders, Introducers & Suppliers
- Introducers and SuppliersHow to add and manage introducers and suppliers in Accelerate.
- Adding a Dealer or FunderHow to add and manage dealers or funders in Accelerate, including marking them as favourites.
- Introducer ManagementManage contacts & notes for introducers & suppliers in your database.
- Dealers and FundersHow to manage Dealers and Funders in Accelerate, including adding new ones and contacts.
- Dealer and Funder ContactsHow to add private contacts and notes to Dealer or Funder records in Accelerate.
- Dealer DetailsManage Dealer Info with Ease: Add, Edit, and Delete Contact Details in Accelerate's Dealer Tab.