A

• Account Manager: This is who the customer deals with. You can limit user capability so that the account manager cannot be changed in a relationship.

• Actions: A feature that allows you to automatically trigger Accelerate to send an email, text, create a task, or broadcast to the staff when an opportunity is created or changes status.

• Administrator: A user who deals with administrative tasks. This user can be assigned as a default administrator so they are granted power to work on specific orders.

• Adverse: Things that might be held against the customer which could prevent them from getting approved for a loan.

B

• Brands: If you have more than one Accelerate account, you can use brands to assign different things to different branches of your company.

C

• Campaigns: You can use Accelerate to send texts to your customers, making your mobile number appear to be from your company.

• Cases: This is where you can open cases to store complaints. Issues and other details such as resolutions and useful links are stored here.

• Cashflows: This feature allows you to keep track of your cashflow, even before you create an invoice, so you can see how much you are making on each order.

• Checklists: A feature that allows you to ensure users are completing each set of necessary steps.

• Confirmed Delivery: This tells you when the delivery has been confirmed. If you do not set the delivery date, you will not be sent a delivery reminder, so be sure to do this!

• Contact: Adding a contact is useful if you are dealing with a business as opposed to an individual. This feature allows you to add in specific contact details within the business details.

• Contracts: The contracts feature allows you to keep track of all your orders. You can use it to see which customers are nearing the end of their contract and how many live orders you have.

D

• Dealer: This is the car dealer you use. You can use our default dealer database, add your own dealers, and edit their information.

• Default Cashflow: If you are an administrator on Accelerate, you can set default cashflows to save you from typing the same details in over and over again.

• Derivative: This is the exact, detailed specifications of the car.

• Driver: The driver of the car.

E

• Edit: You can edit all the details you need to in Accelerate. To edit, click on the yellow pencil.

• Email Templates: This is a feature you can use to create a template for your emails in order to save you from typing out the same email repeatedly.

F

• Funder: Accelerate has a full list of funders that you can add to each quote.

G

H

I

• Int Target Delivery: This is where you can input your internal target delivery that will not be shown to the customer or put on any paperwork. The delivery date that does get shown to the customer is in the 'Target Delivery' field.

• Inventory Lines: If you are selling physical vehicles, you can add your consumables here in settings. For example, you can record the amount of oil you have and note when you use some on a sold car. You can also add an alert when you are running low.

• Invoices: You can use Accelerate to create invoices. Your core information will be stored, and you can add extra information if needed.

• Issue: This is what the customer is complaining about and can be edited in settings under 'Issue Types' and 'Issue Categories'.

J

K

• KYC: Know your customer! This is a process that a business goes through to verify the identity of its clients. This is done to prevent identity theft, financial fraud, money laundering, and financing terrorism.

L

• Last Updated: Shows you when the item was last edited, so you know how up-to-date the information is.

• Leads: You can use this feature to keep track of your leads and where you found them, including notes and follow-up tasks.

• Lenders: Accelerate provides you with a large database of lender information; however, you are free to add your own if they are missing from the list.

• Letter Templates: This is a feature you can use to create a template for your letters to save you from typing out the same email over and over.

• Library Documents: This feature allows you to store any documents you might want within your Accelerate account. These can then be sent out with a quote or any email you send through Accelerate, and can include anything from brochures to terms and conditions or proposal terms.

• Loss Reasons: You can note the reasons for losing an opportunity in order to avoid doing it again or to identify a pattern within the company.

M

N

O

• Opportunity: This is the customer enquiry that is attached to a relationship. You have information here such as the source of the vehicle and the status of the opportunity. The quotes that you create for the customer are in here too. Then you can close the opportunity when you've put the order in, as it is no longer an opportunity. When doing this, you have the opportunity to put your reasoning in for closing the opportunity.

P

Q

• Quotes: You can create quotes for all your relationships and opportunities. Accelerate uses the CAP database to source car models so you'll be sure to find it here. Quotes contain finance details, order details, cashflows, and derivative details. You can add more information such as dealer accessories and optional equipment.

• Accelerate Administrator: In settings tab, you can make users administrators within your Accelerate account. If the 'Administrator' box is ticked, the user will be able to edit settings and add new users.

R

• Redress Types: This is a remedy you can use within Accelerate to set right an undesirable situation, for example, you can send your customer an apology letter.

• Relationship: A relationship is essentially a client. It contains all the information you need to know about that client, such as their contact information and bank details.

• Root Causes: You can state what the reason for a mishap happening on Accelerate is. For example, if a customer complains about a scratch on their car, it may be due to improper transit, in which case you can note this down in the complaint by adding an issue.

• Round Robin: You can use this feature to assign opportunities to different users automatically.

S

• Sequences: This feature allows you to assign a unique number to each quote individually so you can keep track of your deals and progress. This makes it easier to find quotes when they are in a logical order.

• Services: These are additional extras that the broker can offer the customer, such as an inspection or servicing. This can be noted under the settings tab.

• Sources: You can record where you get your business from on Accelerate. It can help you with your return on investment advertising so that you have a coherent list of what is working and where you get most of your opportunities and clients from.

• Statuses: There are various status changes on Accelerate to help you keep track of your proposals, orders, and vehicles. You can use them to see if the proposal is just a quote or if it has been submitted to sales support. Order status lets you know if the vehicle has just been ordered, confirmed, and finally delivered.

T

U

• Users: These are the people in your company that use Accelerate. Their information and administrative powers can be edited in settings.

V

• Value Added Products: You can add extras to the vehicle with this feature such as gap insurance, road fund licence, or a warranty. This can be done in the settings tab.

W

X

Y

Z