Reapit

Selecting "+ Assign new role" on a contact record opens a form to capture what a buyer is looking for, so new instructions can be matched against it automatically.

How do I register a sales applicant's property requirements?

Troubleshooting steps for common sign-in problems with the CRM, including wrong credentials, account access, and browser issues.

I cannot log in - what should I do?

How to reach the Reapit support team from within the CRM using the Contact us chat in the Help centre menu.

How do I contact support?

What the no-access screen means, why a Reapit account needs a linked negotiator record, and how an administrator resolves it.

Why do I see "You don't have access to the CRM"?

Steps to report a bug or unexpected behaviour in the CRM using the in-app Report a bug form in the Help centre menu.

How do I report a bug?

Josh Balfour

Troubleshooting

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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.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.