Batch Support

Viewing & Managing Notifications

Managing Your User Settings

Learn how to update you profile and password

How to update your user profile and password in BatchLeads

Viewing Your Transactions & Invoices

How to Cancel your BatchLeads account

Adding Funds to Your Wallet

How to Use Custom Fields

Creating Custom Lead Statuses

Learn more about how to use your lists and tags

Understanding Lists and Tags

Adding & Managing Additional Users

How to Add a New Payment Method

Lead Scoring

Formatting Your Files for Importing

How to Import Files to Skip Trace

How to Skip Trace a Single Address

How to Skip Trace Addresses from "My Lists"

You can upgrade or downgrade your subscription by going to "Billing" in your settings

How to Change your Subscription in BatchLeads

Learn how to integrate your BatchLeads and Podio account

How to Integrate BatchLeads & Podio

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Create your workspace and invite the people you work with.

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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.

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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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