27 docs tagged with "Getting started"

The best way to change a custom field type is to recreate the field in the type that you want and use the Fintesk "System ID" feature to transfer the existing data into the new field.

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.

Check out our Changelog for the latest changes regarding our Developer Platform.

To add a new stage to your pipeline, click the pencil icon next to your pipeline’s name or hover your cursor over a pipeline after opening the dropdown.

Fintesk comes with a basic sales pipeline that outlines a straightforward sales flow. As deals move through these stages, you’re given a visual overview of where your items are in the sales process.

To delete a deal in the pipeline view, click and hold the deal you wish to delete and drag it to the “Delete” button at the bottom of the screen.

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.

Fintesk supports multiple date formats and configurations. When importing your own dates into any date\-specific field, there are a few things to take into consideration:

For many companies, there are multiple processes used for sales completion, which is why you can create multiple pipelines for your deals.

To view another pipeline in your Fintesk account, click the dropdown menu and select the pipeline you want you view.

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 you’re importing spreadsheets into Fintesk, it’s important to know which fields are available for you to move your spreadsheet data into.

You can import your data to Fintesk from XLS, XLSX and CSV spreadsheet files, allowing you to add deals, organizations, persons, products, notes and activities all at the same time.

When importing in Fintesk, some fields can be trickier to map to your spreadsheet depending on how the fields are set up. Multiple option, address and phone type fields all require an extra step in order for them to be mapped correctly.

When importing data to Fintesk from a spreadsheet, it's important to include the fields that are mandatory for each item to be imported successfully. This article takes you through which fields are mandatory for importing.

In order for you to import your data to Fintesk correctly, you will need to map your spreadsheet columns to fields in Fintesk. This way you can make sure that your contact persons, organizations, deals, activities, notes, or products are all imported correctly with their relevant data.

If you need assistance with your Fintesk data import, you may wish to begin with a template document to see how best to proceed.

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

Fintesk helps you keep track of your deal progress by providing you with information about your deals based on what pipeline stage they occupy in your pipeline view.

The Rotting feature gives awareness of deals that have been idle for too long. Once enabled and configured, your pipeline will visually notify you of any deals that have remained untouched for longer than the defined rotting period.

Importing and exporting your data

Having a large database of deals, persons, or any other item can be natural when managing your sales. However, it can be expected that some information becomes outdated over time. Updating each one of them manually is doable, but if there is a lot of information that needs to be updated, it may require important time and effort that you could be using to close deals.

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.

When importing from spreadsheets, make sure all monetary values (for default fields such as deal value, and for any custom fields where you have currencies) are formatted as numbers without currency symbols (so as 1000000000 as opposed to $1000000000).