Operations
Explore guides and tools designed to enhance the efficiency of your operations.
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.