Dealer and Funder Contacts

Although the core Dealer and Funder information is shared with all Accelerate users, there are two objects you can add to a Dealer or Funder record that are private to your organisation: Contacts and Notes.

Adding Contacts and/or Notes

To add a contact to a dealer or funder, first of all find the dealer or funder that you are interested in:

Click on Dealers/Funders on the top menu.

Search:

Now click the pencil to edit:

If you want to add a contact, hit Add Contact in the bottom right: if you want to add a note click View Notes in the top right. In this example I'll add a contact:

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You can add as many contacts as you need to a dealer or funder, but each dealer or funder can only have one primary contact.

You are also able to select whether the contact is responsible for the particular departments based on the tickboxes on the right hand side.

After I click Save I am returned to the dealer details page:

You can also add notes to an individual dealer or lender contact, not just the dealer or funder itself!

Using Dealer or Funder Contacts on Orders

Once you have configured your Dealer and Funder contacts as required, these are able to be utilised on the Order records within Accelerate.

Funder Contacts

When a Funder is selected on an Order, all of the contact records against that Funder will appear in the ‘Contact Details’ section of the Order.

Dealer Contacts

When a Dealer is selected on an Order, the contact records against that Dealer will appear in the ‘Dealer Contact’ dropdown, so users can specify which contact to use. Once a contact is selected, this record will appear in the ‘Contact Details’ section of the Order.

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