REsimpli

How to port your numbers into REsimpli

Can My Sub Users Buy Credit to My Account

Where can I find the link to my webform?

How to Manage User Access

How do I add a user to multiple roles?

How to Assign Roles for Sub Users so That They Have Specific Tasks and Leads

How to use search feature in REsimpli

How to filter my leads in REsimpli

How to add a new market and assign specific team members to that market

How to assign a campaign to a market and to specific team members

How to generate WebForm link

How to create a campaign?

How can you edit your profile?

How to update notification preferences?

What is the Notification Bell for and How to utilize it.

How to enable SMS Notifications

How can new users log in and verify sign up email?

Danielle Daniel

Ehsan Rishat

Anthony Estrada

Getting Started

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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.

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.