Product Guides

Explore step-by-step guides that explain key features, workflows, and best practices. Learn how each part of the platform works and get the most value from your solution.

Admin

Find your retailer ID Inviting a new user Removing a user User roles explained Viewing login activity Tips for managing users

Point of Sale

Point of Sale overview Navigating the Point of Sale portal Creating a quote Submitting a finance application Viewing and managing leads

Insights

Insights overview Types of data Proposal statistics Proposal data types Filtering, downloading and printing proposal statistics Calculation statistics

Inventory

Adding a vehicle Importing stock Viewing stock history

Offers

Offers overview Creating an offer Editing an offer Deleting an offer

Promotions

Promotions overview Creating a promotion Creating a package Adding a promotion to a package Editing a promotion Deleting a promotion

LenderHub

Lender Hub overview Creating campaigns Editing campaigns Products Retailers Imports