LeadSimple

Learn how you set an email, text, or call step to go to a specific contact involved in a process.

Contact Roles

Learn how to define who should accomplish which tasks on a process and how you can assign a process to more than one user.

User Roles & Autoassignment

Learn how to make your emails send during business hours

Setting Workflow Hours

Learn how to use step instructions to ensure that every step is completed fully and correctly.

Task Instructions

Learn how to set a step to be conditional on a fact being true about a process (and how to ask questions in processes).

Conditional Steps - How to customize steps to only appear when applicable

Learn how to set up multiple, conditional, automatic stage changes in your processes!

Automatic Stage Changes in Workflows

Learn how wait steps ensure that a certain task will be completed before other tasks in the workflow.

Stop/Wait Steps

Set a step as required to ensure that it sticks to the process even if it moved to a different stage before the workflow is finished.

Required/Sticky Steps

Set a reminder on a specific workflow step so you (or your team) always remember to do it.

Setting Task Reminders

Learn how custom fields and conditional logic affect which tasks you will see in a process.

How Custom Fields & Conditional Logic Work

Learn how it is determined who is responsible for a task.

How Team Roles & Task Assignment Works

How to Use Property Groups in Conditional Steps

Using Property Groups in Conditional Steps

Workflow steps with conditions now have a per-step "When hidden by condition" setting that lets you choose whether a stage's auto-move skips a hidden step (default) or waits until its…

"When Hidden by Condition": Make Auto-Move Wait for Conditional Steps

Tori Bradford

Alexa Roeper

Operational Process Workflow Features

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Create your workspace and invite the people you work with.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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.

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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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