Accountable CRM

How to use Event Tags & How to create Event Tags

How to use Event Tags

How To Bypass Uploading Contacts

How to Create Tasks ?

How to Create a Follow-Up ?

How to Create an Activity ?

How to Use the Selling System

How to navigate the Selling tab

How to Create a Note?

How To Import Contacts For Specific Account

How To Create A Transaction?

Categorize your contacts into our selling system

Organize Your Contacts

How to use a Milestones?

How to Add New Contact

How to create a New sale?

How to use "End Condition" in Automation?

How To Create a Team Transaction?

Step-by-step instructions on how to use the sales tools.

Selling Features

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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.

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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.

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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