DriveCentric

The Snooze bucket on your pipeline lets you view all customers that are currently snoozed.  From here you can access the customer record by clicking on their name to open the record.  

Related Articles: <a href="http://help.drivecentric.com/en/articles/2079389-snooze-button">Snooze Button</a>

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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