How do I add application sources?

Application sources are the places your applications come from.

Examples of sources include:

• Your company website
• Facebook enquiries
• Introducers, such as car dealers or lead generators

If you're a finance broker, the 'Sources' area is where you set up your introducers (dealers) to access the Source Portal of AutoConvert. The Source Portal is where the introducers can input their customers details.

How to add a source:

1. On the left-hand menu, go to 'Settings'
2. Select ‘Application’
3. Select ‘Sources’
4. Select 'Add'
5. A pop-up will appear with an automatically generated API key
6. Copy and make a note of the API key. Make sure you copy the API Key before saving. Once the source is saved, the API key will disappear. 
7. Name the application's source
8. Save changes

Once the source or sources have been created, they will appear in the 'Application Sources' table.

You can now add more details to the sources in the following columns:

Please note: 'Third Party' is used when applications come from another system, for example, CodeWeavers.

• Select the blue '+' (plus symbol) in the 'Third Party' column.
• Choose your option from the drop-down menu
• Select 'Save'

'Source Contact' is a drop-down menu sourced from the contacts list.

• Select the blue '+' (plus symbol) in the 'Source Contact' column,
• Select the contact
• Then select 'Save'

'Linked User' creates an introducer (dealer) who can manually input applications.

1. Select the blue person icon with a plus symbol in the 'Linked User' column
2. Fill in the details in the window that populates
3. Select a privilege level
4. If necessary, you can override the introducer's password and set a new one.
5. Then 'Save changes'