Agency Access

Daniel Caruso

Keith Gentile

Learn how to import and keep track of your personal contacts and tasks

My Contacts & Tasks

Tutorial on how to upload personal contacts to your account.

Importing Personal Contacts

Tutorials showing how to best use My Contacts

My Contacts Tutorials

Import your own database of contacts and turn our platform into your personal CRM.

Importing Personal Contacts In Bulk

Add, organize, and manage your Personal Contacts in the Directory.

Adding & Managing Personal Contacts

Utilize Tags to group together personal contacts with similar qualities and locate them quickly and easily for future use.

Tagging Personal Contacts

Learn how ot best utilize the My Contact section

My Contacts Articles

Stay organized with notes and tasks. Schedule tasks to call, email, and follow up with important contacts.

Adding Notes and Tasks

View your tasks due, upcoming, and completed all in one place with Task Manager.

Managing Your Tasks

Tasks Articles

Resources

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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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.