SmartMoving Support

An Overview of the portal used by your affiliates to submit new leads to your company.

Affiliate Portal Overview

Learn how to add an affiliate in SmartMoving, assign predefined affiliate tags to organize affiliates, and filter your Affiliates list by tag.

Add an Affiliate to Your Affiliates List

Learn how to create, rename, and delete affiliate tags in SmartMoving Settings, including the 25-character and 10-tag limits and what happens to affiliates when you delete a tag.

Managing Affiliate Tags

When create a new opportunity or lead, how to select an affiliate as the referral source.

How to Select an Affiliate as a Referral Source

Matt Honeycutt

Michelle Carone

Affiliates

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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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.

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.

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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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