My Example CRM

Recommended offers are preloaded into your account and are active 

Disconnect from any offers if you are not interested in offering them by clicking the black Disconnect button on the right-hand side

1. Log in to your account
2. From the menu, choose Financing
3. Recommended offers are preloaded into your account and are active 
4. Review offers and lenders
5. Disconnect from any offers if you are not interested in offering them by clicking the black Disconnect button on the right-hand side

Offer financing options in less than 2 minutes!

Set up your financing options!

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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.

{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.

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