SkipMatrix

Learn what to do with your SkipMatrix results file, including subject phones, relatives, associates, key fields, and campaign tracking.

How do I work my SkipMatrix file?

How long will it take to receive my results after placing an order?

Can I track the status of my order?

I haven't received my results. Who should I contact?

Can you expedite my order?

How is your data validated before being sent to the customer?

I received incorrect or outdated data. What can be done?

A comprehensive overview of the ordering process, from file uploads to receiving your results.

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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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