Reapit (EU - July)

Book a market-appraisal (valuation) appointment for a seller from their persona, choosing an open slot on the staff availability timeline.

How do I book a market appraisal?

After a contact is created, add the persona record — buyer/tenant, or vendor/landlord (which requires selecting or creating their property first).

How do I create a persona for a graduated lead?

Understand the lead detail view in the CRM — the enquiry summary, workflow steps, contact channels, and how to move a lead forward.

What is the lead detail view and how do I use it?

A plain-English guide to every lead status in the CRM — New, Needs info, Ready to graduate, Uncontactable, Stalled, and more.

What do the different lead statuses mean?

How to record an offer against a property, what each offer status means, and the accept, increase, reject, and withdraw actions available.

How do I record and manage an offer on a property?

Find out how to open the Leads section in the CRM and view your personal queue of enquiries awaiting action.

How do I see my leads?

Josh Balfour

leads

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Create your workspace and invite the people you work with.

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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.

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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