DealMachine

How to Log In

How to Log Out

Change your photo, firstname, lastname, @mention username, email address, and company name.

How to Edit Account Information

Update Your @mention Username

Update your password to something a little bit more personal.

How to Change Password

How to Change Account Email Address

How to Reset Password

Sharing Your Promo Code

How to Enter Promo Codes

Share your Promo Code and Get Free Marketing Credits

Can I Enter Multiple Promo Codes?

Review your team's past activities through the Activity Log.

Account Activity Log

Import your own custom postcard design into DealMachine using a JSON template.

How to Import Your Own Postcard Design into DealMachine

Learn the basics every DealMachine user should know to get started and succeed.

Basics for All Users

Download, DealMachine App on iPhone and Android

How to Download the DealMachine App

How to enable push notifications on Android

How to enable push notifications on iPhone

How to enable your location for your iPhone or Android

Enable Your Location Settings

Enable Push Notifications

Access DealMachine on the go with our easy-to-use mobile app for iOS and Android.

DealMachine Mobile App

How to Create Tasks

Where to See Completed Tasks

Set up tasks for yourself and team members.

Tasks

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

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.

Prototype answer unavailable

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