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!