VendScout

<a href="" rel="nofollow noopener noreferrer" target="_blank">Mine or Company</a>

• Mine shows only records assigned to you.

• Company shows everyone's.

Owners and Admins start on Company, and Users start on Mine. Anyone can switch.

<a href="" rel="nofollow noopener noreferrer" target="_blank">The tiles</a>

• QR scans: this tile is reserved for a future update.

• Empty tiles: each one has a button to help you get started.

• Sales tiles need data: they stay empty until you add or import sales. See [Add sales entries].

The Dashboard is your daily overview: sales, customers, hot prospects, your pipeline, open tasks and what's coming up.

Read your dashboard

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Find answers and get help from Intercom Support and Community Experts

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AI title

Title

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

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

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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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.

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.

Tile	What it shows
Total sales	Sales for This month, This quarter, Year to date or a Custom date range
Customers	The number of active accounts
Active locations	The number of active locations
Monthly sales [year] vs [last year]	This year's sales by month, compared with last year
New hot prospects	Tier 1 prospects added, or moved forward a stage, in the last 7 days
Pipeline	The number of prospects at each stage. Select it to open the Pipeline.
Open tasks	Your next 10 unfinished tasks, overdue first. Tick a task to complete it.
Upcoming	Appointments, task due dates and install dates in the next 14 days

Mine or Company

The tiles

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