DealMachine

How to Sign Up to DealMachine and Get a Free Trial

Quickly track your DealMachine plan usage and see when your export limit refreshes!

How to Track Your Leads, Usage, and Plan Renewal

Learn more about how many properties you can add to your account and what to do when you hit the limit.

Understand Managed Leads

You started a free trial and you do not want to continue as a paid member, or you'd like to cancel your paid membership.

How to Cancel Your DealMachine Subscription

You signed up for annual payment and you want to switch it to monthly before your trial converts to a paid membership.

How to Switch from Annual to Monthly Billing

How to view invoices

Learn how to restore access to your account after a failed payment and prevent future payment issues.

Understand Why Payments Fail

Whether you received a replacement card or just want payments processed on a different card, this article is for you.

How to Update Billing Details and Card on File

Instructions on how to reactivate your subscription and use a different credit card

How to Reactivate my DealMachine Subscription

If you need to download your subscription invoices or receipts, this guide will walk you through the process.

How to Download Invoices or Receipts

Learn how to sign up, update, or cancel your DealMachine subscription.

Managing your Subscription

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.

{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.