Discover the essentials of guest merge candidates.

Merge guests profiles

Learn the steps to configure the CRM home page display.

Home page display and setup

Outlined is information regarding the email day setup.

Email day setup

In this article we will cover system languages. It will cover what controls are in place, how to read the page, and how language configuration is managed.

Enable system languages

Understand what affects whether your marketing emails reach guests' inboxes, and how to fix common delivery issues in SHR CRM.

Email deliverability: why emails may not reach your guests

Michelle Normoyle

Fernando Fallabrino

User management, system setup, and administrative controls.

System config & admin

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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.

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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