Hoops

Learn how to customize your SalesBoard with custom columns, statuses, fields, and views. Tailor your sales workflow, organize opportunities your way, and give your team better visibility into quotes, jobs,…

Customize Your SalesBoard

Learn how to create and use SalesBoard Views to organize sales information in different ways. Build personalized views for team members, focus on specific opportunities, and quickly switch between workflows…

Create & Use SalesBoard Views

Discover practical ways to use SalesBoard Views to improve visibility, organize workflows, manage pipelines, and create focused workspaces for different team members. Explore ideas that help your team work more…

SalesBoard Use Cases and Ideas

Manage your sales pipeline, organize opportunities, and track deals from first contact through to conversion.

Using the SalesBoard

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Create your workspace and invite the people you work with.

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

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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.

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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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