My Example CRM

Attach teammates to projects so they can keep track of its progress

Assign a team member to a project

If a project falls under a different category than your default, you can update it in Project Details

Update Project Category for a specific project

Store projects off your main pipeline view

Archive your Project

Retrieve an archived project, and move it to Active status

Un-archive a project

What is the max file size I can upload as a project attachment?

Are contact notes shared with the contact?

Add a new project to create a proposal, invoice and more

How to create a new project

Create custom pipeline stages to match your business processes

Create custom stages for your project pipeline

Update a projects name, contact information and more

How to edit project details

Update the status of a project as it goes through your sales cycle

How to update the stage of the project

Attach the media you need for project management

How to upload photos, videos, or other media to projects

Keep track of your customers financing progress

How to view & use the Financing Tool Kit

Kanban or table view for easy project management

Pipeline views

Keep up to date on the accounting for each of your projects

Review & track accounting for your project

Schedule a task for your project

Quick actions to help move project processes along

What quick Actions can I take from the Customers' Project profile?

What's the difference between customers and projects?

Jana

Projects

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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.

Prototype answer unavailable

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