Relationships
Resources on creating and managing relationships.
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.