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(Legacy CRM) First Task: How to Process Pending Leads

(Legacy CRM) Unscheduled Walk-ins, Phone Calls and Emails: Entering a New Parent (Lead) Using the Computer

This article will explain how a user can edit a lead's information.

(Legacy CRM) How to Edit a Lead

(Legacy CRM) How to Add a Child to a Lead

(Legacy CRM) How to Edit a Child

(Legacy CRM) How to Put a Child on the Wait List

(Legacy CRM) How to Take a Child Off the Wait List

(Legacy CRM) How to Register or Enroll a Child in a Class

Find children and leads in archive status.

(Legacy CRM) How to Find Enrolled (and Withdrawn, Lost Opportunity, etc.) Children/Leads

This section will explain how to use the "Children" section when managing a lead.

(Legacy CRM) Children Section

(Legacy CRM) How to Add Additional Contacts/Guardians

(Legacy CRM) How to Mark a Lead/Child as a Lost Opportunity

This article will discuss how a user can delete  a lead or child from the system.

(Legacy CRM) Deleting a Lead or Child Record

Teddy Hook

Lead/Child Records

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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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