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General settings

General settings

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