DriveCentric

How to merge profiles when possible dupes have been cleared.

Merging Customer Profiles after Duplicates Cleared

How to mark a vehicle no longer owned by a customer.

Removing and Adding a Vehicle to the Customer's Garage

Customer Contact Card

Resubscribing a customer for calls, texts and emails.

Resubscribe a Customer

Adding to the Do Not Contact list or Unsubscribing from Communication(s)

Managing Customer Subscriptions

Edit Customer Information:  Customer Card and Contact Card

Customer Contact Card: Details

How to remove a customer record from the CRM

Remove a Customer from the CRM

Genius Summary

How to Use the Wish List Feature

Connections

How to Use Customer Tags

Genius

Support Agent

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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