DriveCentric

Marking a Lead as Bad

Sending an email or text message as another user.

Message Impersonation

How to @ someone.  Leaving a note for another user.  Mention a user to send them a notification.

Mentioning

Changing the source type or source description on a delivered deal.

Edit lead source on a delivered deal

How to Navigate Multiple Open Deals

Viewing the co-buyer on a delivered deal.

Find the co-buyer on a delivered deal

What happens when I try to opt-in a customer

How to "Opt-In" a customer to texting

Portal:  Secure Document Management Feature

Send Credit App

Payment Link

How can I manage and track snoozed deals or customers in DriveCentric?

Here are some common items to review if calls are not connecting to your phone.

Calls Not Connecting Troubleshooting

Merge Troubleshooting

Genius

Amber Burr

Madelyn O'Shea

Customer Card Actions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype integrations answer

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

Prototype invite-team answer

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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