D-Tools

How to create a project opportunity on Cloud

Creating a project opportunity

How to create a Service Opportunity on Cloud

Creating a service opportunity

How to set a priority for the opportunity based on urgency, value, or history with the customer

Setting a priority for the opportunity

How to share an opportunity with other members of your team so they can contribute to the opportunity

Sharing the opportunity with members of your team

User permission required to move opportunities through various stages

Changing the opportunity stage

Marking an opportunity as Won

How to download the list of opportunities as a CSV file

Downloading the list of opportunities

How to learn from the opportunities that got away

Making sense of Lost opportunities

Ashok P

Manage Opportunities

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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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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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