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

Inviting a new user Removing a user User roles explained Viewing login activity Tips for managing users Updating your organisation details

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