Vincere

CRMステージ名の編集

タスクアクションの追加・編集をします

タスクカテゴリを設定する

チームを設定する

ロゴを追加してシステムを自社ブランド化しよう

ロゴを追加する

候補者の詳細ステータスを設定しよう

サブステータスを設定する

カスタムフィールドを作成する

フィールドの表示・非表示を設定する

消費税を設定する

登録経路を設定する

ポジション別に権限を一括設定する

任意の項目を必須項目に設定にする

会計年度を設定する

ステータスを設定する

ユーザーの管理方法を覚えましょう

ユーザーを追加する

求人票テンプレートを作成する

データをcsvインポートする

データをcsvエクスポートする

成約案件の請求書を作成する

請求書を手動で作成する

ユーザーを非アクティブ化する

業界・職種を設定する

請求金額の一部を返金する

Takashi Matsui

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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.

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.