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How to download the Engage Mobile Sales Enablement App and sign in for the first time, including troubleshooting common sign-in issues.

Engage Mobile App: Getting Started

How to navigate the main sections of the app, when Engage data refreshes, and who to contact when you need support.

Engage Mobile App: Navigating the App

A guide to everything inside an account in Engage Mobile: purchases, product history, supplier usage, deals, opportunities, add to cart, and rewards.

Engage Mobile App: Inside an Account

How to utilize the Engage Sales Enablement App

Engage App

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Carts

Order History

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Promotions

Lists

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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.

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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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