Account Settings

• How to change notification settings.

How To Access The System

• Accessing user management and inviting users.
• I need a Codeweavers account.
• I already have a Codeweavers account.

Showroom User Management

• How do I remove users from Showroom?

Dashboard

• What is Dashboard?
• How to navigate Showroom.
• Terms used.

Leads

• What is the difference between a Lead and a Proposal?
• What are Leads and how are they created?

Quotes

• Can I create multiple quotes for a customer?
• How do I add accessories to a quote?

How To Create A Quote

• How To Create A Quote From Dashboard.
• How to create a quote from the vehicles section.

Proposals

• What are proposals?
• What is the difference between a Lead and a Proposal?

Products & Services (VAPs)

• How do I add and edit VAPs?
• How do I know the original cost before VAPs?
• How do I edit VAPs from the Overview page?

Email Remote Apply

• What is Email Remote Apply and how does it work?

Finance Application

• Starting A Finance Application From The Quote Page.
• Starting a Finance Application from the Leads page.

Cash Payment via Invoice

• What has changed on the Overview page?
• How do I view an itemised list on an invoice?
• How do I make amendments before sending an invoice?
• What does finalising an invoice mean?
• What does a customer receive when I finalise an invoice?
• How do I resend an invoice?

See all 10 articles

Overview Page

• What is the Overview page?
• The Finance Application status: Where to find it and what it means.

Getting Support

• How do I reset my password?