Settings
Settings
56 articles
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
Workflow settings
Workflow settings
- Workflow SettingsOverview of the Workflow Settings within Accelerate, where you can configure statuses and actions to tailor the system to your business.
- ActionsA guide on how to create and manage automated actions within Accelerate, including attaching them to specific statuses.
- Round Robin GroupsHow to create and manage round robin groups in your workflow settings.
- ChecklistsA guide on creating and using checklists within Accelerate to ensure users complete necessary steps when changing statuses.
- Proposals ListA guide to explain how to control which proposal statuses are displayed.
- Object Level ChecklistsLearn how to create object level checklists in Accelerate. These checklists are flexible and not tied to status changes.
- Status DurationHow to configure status durations to highlight when an Opportunity, Quote, Proposal, Order, etc has been in a particular status for too long
- Custom StatusesA guide to creating and managing custom statuses in Accelerate, including setting status paths to control workflow progression.
- Date MilestonesTrigger actions based on key dates in Workflow Settings. Set Date Milestones to MOT Expiry, Delivery Date, etc.
- Trustpilot Email ActionSet up Trustpilot automated feedback emails in Accelerate: a step-by-step guide.
Organisation settings
Organisation settings
- Contract Link TypesHow to link one contract to another in Accelerate to represent various relationships such as back-to-back arrangements or renewals.
- Deleting Test DataA guide to explain how to clear relationship and test data in Accelerate before going live or when using a Sandbox account.
- Updating Vehicle Status From Contract StatusA guide on how to set up automatic updates to vehicle status based on contract status changes within Accelerate.
- Restoring a Deleted RelationshipThis guide provides step-by-step instructions on how to restore accidentally deleted relationships within Accelerate.
- Editing an existing documentLearn how to edit existing documents within Accelerate, including making copies, uploading new versions, and adjusting settings.
- Deleting Unwanted RecordsThis article explains how to delete unwanted records in Accelerate, even when the delete options are usually disabled.
- Adding a New DocumentA guide on how to add, configure and publish documents within Accelerate.
- Preparing a PDF for Document BuilderA guide on preparing PDF files for the Accelerate Document Builder, including unsupported features, common errors, and usable fonts.
- SMS CampaignsA guide to creating and managing SMS marketing campaigns within Accelerate, including setup, regulations, and pricing.
- Organisation SettingsA guide for QV Systems Accelerate administrators on how to organise and edit their Accelerate settings.
- Status Updates From Sent Docs