DriveCentric

How customers move into the different pipeline stages.

Understanding your Sales Pipeline

Notification Management

Understanding our updated version of the Call Log

Accessing your Call Log

How do I move customers to the proposal stage of the pipeline?

Manually Moving Customers to the Proposal Stage

How to apply and remove filters from the new sales pipeline.

Filtering your Sales Pipeline

How to get rid of a duplicate lead on the notification bar.

Clearing a Duplicate Lead from the Notification Bar

How to respond to a lead from the side bar.

Responding to a Lead from the Notification Bar

Finding your task list, to-do's, customer follow ups and finishing your workplan.

Completing Workplan Tasks

Understanding Your Service Pipeline

How to Use DriveScore

InSite

How to manage leads on the Notification Bar (also referred to as the Sidebar), and an overview on the different types of leads.

Managing Leads on the Notification Bar

Genius

Michele McCoy

Madelyn O'Shea

Home Screen

Dark Mode

Conversations

The exclamation point inside the triangle

No Follow-Up Warning - Caution Sign ⚠️

Viewing a list of customers that are snoozed.

Accessing your Snooze Bucket

Hit List

Submitting a Feature Request

Home Screen Views

Adding a New Customer

Un-replied Conversations

Store Selector:  How to access multiple stores in the CRM

Viewing Untracked Emails & Texts

Home Screen Actions

Understanding the Phone Count, Text Count, Email Count, and Video Count in list view.

Engagement Counter Overview

Use the quick options in list view to schedule tasks.

Scheduling Tasks in Pipeline List View

Overview of the list view features in the new sales pipeline.

Sales Pipeline List View

This article will walk you through using our sorting, Add/Remove Columns, and Filtering features of DriveCentric.

How To Sort, Add/Remove Columns, & Filter in DriveCentric

Lists Views

Find answers and get help from Intercom Support and Community Experts

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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.

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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.

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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