Wingform

What the CRM is, the record types, how it relates to the Deal Flow Controller, navigation map.

CRM: Overview

The four tabs, search, filter chips, sorting, the Columns picker, the Activity feed.

Navigating the CRM: Tabs, Tables & Filters

Manual create flows, inline related‑record creation, tasks, editing/deleting.

Creating CRM Records: Leads, Contacts, Companies & Tasks

The 4‑step import flow, custom fields, recommended order, session linking, gotchas.

Importing Data into the CRM

Exact column → field mappings for Accounts / Contacts / Leads / Opportunities.

Salesforce CSV Import: Field Mapping Reference

A platform account created from a Contact or Company. Yes. It can be used as a buyer or seller in the Deal Flow Controller.

Principals, Contacts & Companies: How CRM Connects to Deals

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

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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.

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.

Prototype integrations answer

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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