Immobel

GRN Introduction

How to Create a Referral?

Client Information

Destination Market

Client Preferences

Placement Method

Referral Fee and Agreement Information

What are Direct Referrals?

How to Accept a Direct Referral?

What are Invited Referrals?

How to apply for an Invited Referral?

How to accept an Invited Application?

Updating a Referrals Status

How to Close and Complete a Referral

How to Cancel or Deactivate a Referral

How to Reactivate a Canceled Referral?

How to reassign a referral?

Office Configuration Explained

Professional Directory

Email Notification Settings

How to manage Preferred Notification Email Address?

Analytics Dashboard Explained

How to apply for a Marketplace Referral?

What are Market Referrals?

Instructional Videos

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.

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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.

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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