ClickPoint

You can edit the column order, width, and use pin left or pin right to design your own unique lead manager screen

Edit the Column Layout of Your Lead Manager Screen

Learn how to identify key details from the Lead Manager Screen.

Lead Manager Screen System Column Definitions

Configure the lead fields visible to your sales team when using Pull, Power Dialing, Lead Details Screen or the Mobile App.

Configure User and Sales Views

Troubleshooting SalesExec

Chris Arenas

Elsa de la Garza

Gabriel Buck

Configure SalesExec

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Create your workspace and invite the people you work with.

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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.

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.

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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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