Hoops

Welcome to Hoops! Discover how the platform works, explore the sample data already included in your account, and learn how Hoops adapts to your unique sales and production workflow.

Introduction to Hoops

Invite your team to Hoops so everyone can collaborate using shared SalesDocs, Jobs, Tasks, Comments, and workflow notifications.

Add Users to Hoops

Learn how to access Support, use the AI Help Agent, and get started with Hoops onboarding.

Support & Onboarding

Take Hoops for a test drive by creating your first quote using the pre-loaded sample data already included in your account.

Create Your First Quote

Make Hoops your own by customizing your boards, columns, filters, and saved views. Build a workspace that matches your team's workflow and evolves as your business grows.

Customize Your Boards

Invite your team and start collaborating in Hoops. Learn how to add users, assign permissions, send invitations, and get everyone set up for success.

Everything you need to begin your Hoops journey. Learn the basics, understand how Hoops works, and complete your first guided workflow.

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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.

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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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