My Example CRM

Find a product once, then pick your color on the quote line

Add a Grouped Item to Your Quote

Troubleshooting guide for when items or Item Groups don't appear in quote builder search results.

I Can't Find an Item or Item Group

What to do when a specific product variant or color is missing from an Item Group dropdown on your quote.

The Color or Option I Need Isn't Available in the Item Group

Troubleshooting guide for when Gateway prevents quote submission due to unresolved Item Group placeholders.

Why Can't I Submit My Quote?

Creating, Editing and Submitting Quotes for Customers

Quotes

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Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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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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