8 docs tagged with "Basic concepts"

The search bar in Fintesk allows you to quickly find and access any deals, contacts, activities and products in your Fintesk account.

When using Fintesk or navigating the many help guides in the Knowledge Base, you may come across terms you are unfamiliar with or desire clarification on. In those cases, our glossary might prove very helpful!

The interface is the place where you can interact with the Fintesk software and keep track of your sales and data. As a busy salesperson, you may need to quickly move around in the Fintesk app to find the information that is most relevant to you.

When a Fintesk account is created, both a user account and a company account are created.

Depending on the situation, you may need to delete items in Fintesk in many different ways. We've built several different means to delete items in Fintesk and to help address any situation.

Organizing your deals, contact persons, organizations, activities, products is essential to your sales process. Fintesk helps you organize all your items and link them together for better visibility.

When a Fintesk account is created, both a user account and a company account are created.

In Fintesk, your subscription is calculated by the number of seats you have in your account. An active (or invited) user will always take up one seat once they have been added to Fintesk, but it is possible to have empty seats if users have been deactivated or not added yet.