Saleboat

Understanding the information contained within the Saleboat Canvassing Report

Canvassing Report Outlined

Understanding the information contained within the Saleboat Pipeline Report

Pipeline Report Outlined

Understanding the information contained within the Saleboat Periodic Report

Periodic Summary Report Outlined

Understanding the information contained within the Saleboat Interaction Report

Interaction Summary Report Outlined

Import CSV into Excel

How and where can I pull a Saleboat report?

Why am I'm getting an email about neglected customers?

Daily Neglected Customer Emails

What are performance targets and how can I manage them?

Performance Targets

Understanding your Saleboat reports and statistics

Insights and Reporting

Create a custom design with text, images, and links

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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.

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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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