My Example CRM

From the menu, choose Landing Page Builder

At the top right of the page, locate the toggle button it will say "Your landing page is not live"

Click the toggle so it turns green

The status will change to Your landing page is live

You can now click the View Live button or copy the URL

1. Log in to your account
2. From the menu, choose Landing Page Builder
3. At the top right of the page, locate the toggle button it will say "Your landing page is not live"
4. Click the toggle so it turns green
5. The status will change to Your landing page is live
6. You can now click the View Live button or copy the URL

View your landing page and its URL by setting the status to LIVE

Set your Landing Page to live

Richards CRM

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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.

{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.

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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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Set your Landing Page to live

How to view your landing page: