Teamleader Focus

Video: Intro to Deals

Training: Deals as the heart of your organisation

Video: Multiple Sales Pipelines

Training: Multiple sales pipelines

Video: Renumbering deals

Video: Quotations

Video: Creating quotations via a deal

Training: Multiple quotations per deal & separate quotations module

Video: Multiple quotations per deal

Video: Expiry dates on quotations

Training: Your quotations are accepted twice as fast thanks to expiry dates

Video: CloudSign

Training: Increase your brand awareness through CloudSign and your document layout

Video: What is a deal and how do you make one?

Deals & Quotations

Create a custom design with text, images, and links

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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.

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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.

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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