Admin

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

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Point of Sale

• Point of Sale Introduction
• Add users to your organisation
• Accessing the Platform
• Navigation Panel, App Switching, and Platform Updates
• Leads
• Create a Quote and Submit a Finance Application

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Offers

• Offers Overview
• How to create an offer
• How to edit an offer
• How to delete an offer

Promotions

• Promotions Overview
• How to create a promotion
• How to create a package
• How to add a promotion to a package
• How to edit a promotion
• How to delete a promotion

LenderHub

• LenderHub Overview
• Creating campaigns
• Editing campaigns
• Products
• Retailers
• Imports

Insights

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

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