Relationships
Resources on creating and managing relationships.
16 articles
- What are RelationshipsRelationships in Accelerate: An Overview and Key Features
- Adding a RelationshipA guide to adding and managing relationships within the Accelerate platform, including details on button functions and related articles.
- Managing Vulnerable CustomersA guide to using Accelerate to manage vulnerable customers, including configuring opportunity statuses and checklists.
- Relationship AddressesHow to add, edit, and manage addresses for private individuals and businesses in Accelerate.
- Adding Contacts to a Business RelationshipAdd contacts to business relationships for easier communication within the company.
- Search Company Information on Companies houseAdd a company as a relationship using our Companies House search!
- Business SearchHow to enable and use the Business Search function in the system, including pricing.
- Merging a RelationshipMerging relationships in Accelerate: A guide for administrators on how to merge two relationships within the same account manager.
- Linking a RelationshipLink related clients (e.g., married couples or company directors) in Accelerate for easier management.
- Relationship GroupsOrganise related businesses in Fleet Manager using Relationship Groups for streamlined management.
- Changing Account ManagerLearn how to change the account manager for a relationship in Accelerate, ensuring you have the correct administrator rights.
- Contacting your RelationshipContact business relationships via email & SMS in Accelerate. Send messages directly from relationship records or to specific contacts.
- Telephone Preference ServiceSet up and use TPS/CTPS checks in Accelerate to ensure compliance with telephone marketing preferences.
- Relationship Marketing PermissionsManage customer marketing permissions in Accelerate. Grant, revoke, and report on permissions for various contact methods.
- Personal Monthly ExpenditureLearn how to add or change personal monthly expenditure for private individuals in Accelerate.
- Download Relationship DocumentsLearn how to download relationship documents in Accelerate using your Dropbox account. This guide covers setup, file organisation, and FAQs.