Prospect CRM

A guide to uploading files such as product brochures, specification documents, Terms & Conditions and more to the CRM Library, and understanding how it could help your business.

CRM Library

Using the Bulk Action tool, you can move CRM Library Files from one folder to another or delete files in bulk.

Moving & Deleting CRM Library Files in Bulk

Files saved in the CRM Library can be attached and displayed for Web Products/Web Product Groups on your integrated eCommerce site.

Attaching CRM Library Files to Web Products & Web Groups

How to quickly attach CRM Library files to emails sent via the CRM.

Attaching CRM Library Files to Emails

Alan Molina

Get to know the CRM Library feature and connect your trade portal to create a unified experience with online orders.

CRM Libraries

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Create your workspace and invite the people you work with.

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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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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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