Autocorp.ai

Lead Source Types

This article covers how to enable and use the SMS lead notifications feature in your AVA™ Portal.

How to Enable & Use SMS Lead Notifications

Lead Score shows how likely a lead is to close—so you can prioritize faster and focus on the deals that matter most.

Lead Score (Close Rate): Prioritize the Leads That Are Most Likely to Convert

This article will walk you through on how to add and view lead notes in AVA™ Portal

Adding Lead Notes

Credit Insights is your built-in deal coach - turning complex credit data into clear, actionable steps your team can take right away.

Understanding Credit Insights: How to Read and Act on Every Credit Lead

Jason Groulx

Leads Management

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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.

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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.

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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