Prospect CRM

How to add a note to a record: an Opportunity, Problem, Contact or Company, in the CRM

Add notes and manage activity visibility

How to edit whether a task is required or optional for opportunity and problem statuses.

Make Tasks either Required or Optional for Opportunity & Problem Statuses (Preview)

This article outlines how to set a Task within the CRM.

Setting a Task (Preview)

This article outlines how to mark a Task as complete and add an Outcome to the Task if required.

Completing a Task & Adding an Outcome (Preview)

This article outlines where you can view your Tasks list and takes you through the sections of the Tasks list.

Viewing your Tasks List (Preview)

How to make changes to a Task, cancel a Task, and reopen a Task.

Edit, cancel or reopen a task (Preview)

Arthur Ashdown

Alan Molina

Tasks

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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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