Vibe

Customer Mailing Labels

Merge Customer Records

Customer Display

Custom Fields for Customer Records

Customer Excel Imports and Exports

Customer Intake Form

Quick Add Customers to Sales

How to Make Changes to an Existing Subscription

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Add, Edit, Delete, and Manage Deleted Customers

Managing Customer Data

Customer Loyalty Program

Customer Store Accounts

The Duplicate Customer Detection tool identifies customers who may have been entered more than once. It detects duplicates based on matching full name, email address, or phone number, and lets…

Guide to Merging Duplicate Customers

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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.

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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.

Prototype integrations answer

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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