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Check the Overview tab in your deal to gain insights into your deal's financial health and performance.

The Deal Overview Tab

Add services and members to a deal, book and log time, send proposals, keep notes and to-dos, and edit deal details in the sidebar.

Managing a Deal

Add multiple contacts to a deal or budget, mark one as primary, and manage all contacts from the Client details tab in the sidebar.

Managing Contacts on a Deal or Budget

See notes, emails, meetings, files, and changes for a deal or budget in one place with the Activity tab.

Using the Activity Tab on Deals and Budgets

Win a deal and create a new project or a budget based on the deal settings and service setup.

Winning a Deal

Understand what happens when you win a Retainer deal, how to set up the recurring budget, and what happens to bookings and tracked data from the deal.

Winning a Retainer Deal

Lose a deal and add a lost reason to know why you are losing potential clients. Lost reasons can be set up manually in the Sales settings.

Losing a Deal

There are a few reasons why you may be unable to track time against a service in a deal. Let's see what they are!

Can't Track Time Against a Sales Deal?

Manage deals day to day, from the overview tab and contacts to winning or losing them.

Working With Deals

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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.

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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.

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.

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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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