Dashboard

Deals

Using the Deals App

Create a New Deal

Creating a Sales Pipeline

Editing a Sales Pipeline

Deal Currency and Value

Exporting Your Deals Data

Get Started

Using a Deal Card

Associating Deals with Businesses and People

Creating Custom Properties for Deals

Deal Cards

Using the Reporting Tab

Deals Reporting

How to Create Email Automation

How to Create Add a Reminder Automation

How to Create SMS Automation

How to Create Change Deal Owner Automation

How to Create Add Deal Follower Automation

How to Create Add a Note Automation

How to Create Add Deal Tag Automation

How to Create Remove Deal Tag Automation

How to Create Move Deal Stage Automation

Using the Deal Automations Log

How to Edit a Deal Automation

How to Delete a Deal Automation

Deal Automations

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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.

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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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