My Example CRM

Decide where you would like to receive system notifications

Where Do I Manage My Account Notifications?

Recommended Computer Resources

How can I update my Account Information?

Add a coworker to help manage the CRM or assign project tasks

How do I Add a Team Member?

Upload your logo and brand colors to have the CRM be an extension of your brand

How do I add my branding/logo to my CRM?

Update your primary trade in Company Settings. This reflects in Project Categories.

How do I edit my trade?

Update important company information quickly in the Company Details page

How do I update my Company Details?

Update your password while logged into the CRM

How do I update my password?

Manage your team and business by adding as many team members as you need to your account

How many users/team members can I add?

Set or edit an Out Of Office status

What are the team member permissions and how do they work?

Jana

Sofia Calicchio

Update and Manage Company and Account Settings

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.