CRM
Organize all your contacts in one place.
By Kevin1 author11 articles
How to Assign Deals to ContactsAssign deals in bulk and one by one.
How to Use Warm IntroductionsFind mutual connections on LinkedIn and email introduction paths.
How to Email a Single InvestorSending an email to investors.
How to Email Multiple InvestorsSending one email to multiple investors at once.
How to Add Contacts to Finta from EmailAdd email threads and contacts to your CRM with a quick tag.
How to Connect Your Email to FintaAdd your email to sync your inbox.
Managing Your Inbox with AuroraAurora has context on your company, deal and inbox. Save time and reply faster with her help.
Customize Your CRMYou can customize CRM stages, data columns, tags and more to make it the perfect tool for your deal.
How to Edit A Contact in Your CRMUpdate contact details in your CRM!