Platform Settings and Customization

"Team Members" section - allows you to add users to your workspace using the “Invite Members” button (1).

Note: the platform does not send an invitation email. The email address serves only as an internal identifier within the system. The user must first register on Grinfi via this link: https://leadgen.grinfi.io/signup.
After registration, you can invite them to your team by entering the same email address they used during sign-up. No further confirmation is required - the user will automatically gain access to the workspace.

To remove a team member, click on the “...” next to their name and select “Remove” (2).

“Custom Fields” section - allows you to create additional variables for messages beyond the predefined ones. Each subsection is designed for specific information:
​Contacts – details about the lead.
​Accounts – details about the company.
​Sender Profile – details about yourself.

"Tags" section - is a Tag Manager, where you can create new tags using the “Create Tag” button, delete existing tags, and view how many contacts are assigned to each tag.

"Pipeline Stages" section - Contacts refers to the individual contacts you add to the system (1). Accounts refers to the companies you are reaching out to with your proposal (2).

Both sections contain a list of standard stages, which you can rename by clicking on the "…" button (4).
If the existing stages are not sufficient, you can add your own by clicking "New Pipeline Stage" (3).
​To change the order of stages, click and hold the three horizontal lines before the stage name and move it up or down (5).
​In the Accounts section, stages can be added in the same way.

“Webhooks” section - enables data export using integration services like Zapier or Make.com.

“API Keys” section - allows you to set up data import and export via API (You can request the documentation by contacting support.).

"LinkedIn Filters" section - is a part of the “Find Contacts” feature, which allows you to search for leads within specific companies.
You can learn more about this function in this article.

"Stoplist" section - lets you compile a list of contacts or companies that should be excluded from automations. If a listed contact is already in an automation at the moment of being added to the Stoplist, the system will immediately remove them and cancel all pending tasks for that lead. From that point on, the Stoplist will block those contacts during the import phase.

To create a Stoplist, choose either the “Contacts” or “Accounts” tab. You can add entries manually using “Add Manually” (1), or in bulk using "Import CSV" (2).