Incenti Help

Add a teammate with a role and product access, see them on the Users list, send them an invitation, and edit, disable, or remove a user later.

Sign in with your work email, Google, or Microsoft account, confirm your identity from the emailed link, and sign out when you're done.

An overview of the modules available in Incenti, what each one is for, and where to go next depending on what you are trying to do.

Add and configure fields from the palette, organize them into pages, set up conditional rules, map fields to your CRM for autofill, and let autosave keep your changes in sync.

Start a new form from scratch, from a template, or by uploading an existing document, and name it before moving to the builder.

Activate a form so it accepts responses, copy its public link or embed code, preview it, send response requests, set an expiration, and close it when you're done.

Upload a document from the responses list to have it turned into an answerable form, fill it in, and get the answers written back into the original document.

Understand the Received and Submitted tabs on the responses list, what lands in each, and how to search, filter, sort, and act on the responses in the table.

Open a response's detail page to read or edit its answers, change its status, connect it to an opportunity, download its documents, and export it.

Open a form link, move between pages, fill in required fields, upload files, and submit — including what the validation summary, closed-form message, and duplicate warning mean.

Common questions about signing in, filling out and reviewing forms, uploading files, who can see a response, and how notifications work.