Commonly Asked Questions

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

To generate sequential numbers in any multi-user system creates a serious resource bottleneck as potentially hundreds of connections wait to get an exclusive lock (which is exactly what it sounds like) on the table which stores the last known number. This exclusive lock is necessary as each connection needs to be able to guarantee that it and it alone has read and then updated the last known number.

In a high-concurrency system like Accelerate, it is important to generate numbers which are guaranteed to be unique, but not sequential. This allows the computer to take a number of shortcuts which means that the resource bottleneck is eliminated.

The currently valid address which is marked as Primary on the relationship.

If there is no primary address, the currently valid Business address on the relationship.

If there is no primary or business address, the currently valid Registered address on the relationship.

Go to Settings -> API Applications and remove their address(es) from all API Applications. If you have a sandbox don't forget to do the same there too!

Go to the relationship or contract that you want to be excluded from contact and in the top right-hand corner highlighted in orange will be the "Exclude Auto Contact" button. Once clicked it will reflect in your notes that the contract/relationship has been excluded from automatic contact.

Excluding contact from a relationship will stop ALL automatic contact to that relationship and all contracts underneath it. Excluding contact from a contract will stop ALL automatic contact related to that contract: it will not affect the other contracts within the relationship.

It is not possible to send automated emails to customers on their birthday; however, if Birthday Reminders are set up,  the account manager will be notified when it is the clients birthday. To set this preference, follow these steps: go to Settings, Organisation Settings, on the right-hand side there is a checkbox for Birthday Reminders, remember to save this change. This will create alerts for clients future birthdays after the change has been made.

The wrong Adobe Sign Account has been connected to your Accelerate log in.

Go to My Account and then Disconnect e-sign, this will allow you to sign in with your own Adobe Sign Account.

You Cannot change the brand if there is a document that has been created on a quote or proposal which is linked to the opportunity.

You will need to contact Adobe support as they manage your Adobe account.

As our document production works off of fixed PDF's there is no way to attach this information to the quote templates.
This is because there is no way to predetermine how many pages this information will require and will be different on a quote by quote basis.
The best way to do this is to download this data to Excel and then convert it to a PDF, you will then be able to add this to the quote where necessary.
You can do this by going to Standard Equipment and then click on the download button beneath the Spec Data.

The "Source" you will see on your Relationships is not entered at the Relationship level, when a Relationship is created it has no Source, when the first Opportunity is added this Source becomes the Relationship Source.  

This Residual Value is Gross, Inc VAT in our systems.

You can only see a certain list of changes made on a relationship: Document Deleted, Relationship Deleted, Relationship Merged, Relationship Transferred, Relationship Linked, Relationship Unlinked, Suppress Auto Contact Flag, Change External Reference, Change Legal Form and Change Account Manager. You can view these changes by going to View/Add Notes on the top right of a the Relationship screen. 

If you use the Account Manager filter and fill in the search bar, the search bar will override your account manager filter.

Yes - we integrate using an STMP service and there is currently a 20mb limit on an email sent from Accelerate. This will include the body of the email and any attachments.

RVs in Accelerate are displayed as per the values in the cap-hpi RV tables, modified by and modifier set on the relevant calculation default.

Cars have the current rate of VAT deducted from the displayed figure.

LCVs (unless they are marked by cap-hpi as being treated as a car for tax purposes) have their RVs passed to the calculator as is.

The rationale behind this is that one would normally expect an LCV to be sold from the leasing company to another VAT registered business at disposal. The system will however, "net" the RV if the vehicle has been marked by cap-hpi as "treat as a car for tax purposes".

Where you do not anticipate that the vehicle will be sold by the leasco in a manner which retains its VAT Qualifying status, you will need to "net" the RV before calculating.