Activities in Fintesk represent any scheduled action on your part towards the closing of a deal: a phone call, lunch meeting, email – whatever it is, you can schedule it for your person contacts, organizations, or deals so you always know what’s coming next.
Note: "Marked as done" time is not visible in the detail view of an activity, however you can see last modified time. If the last change made to an activity was it being marked as done, the "last modified" date should align with it.
Note: The number of open deals you can have depends on which plan you are on. You can learn more about usage limits in this article.
Much like the deal detail view, your contact detail view conveniently contains all the data relevant to your person or organization in one place.
Contacts are the persons or organizations you’re selling to (using Fintesk), and they’re involved in all of your deals.
Fintesk comes with a basic set of activity types, but what if you need activities that are more specific to your company and its needs?
Fintesk comes with a highly customizable approach to managing your sales process (and in fact, any other process). Your deals, contacts, organizations and products already come with the default fields needed to manage your data, but you can add fields specific to your company’s needs as custom fields.
The list view is a helpful tool for seeing and understanding the data in your account, and you can customize it in a few ways.
To keep your data organized and help you focus on information that needs special attention, we created different types of data fields that serve different purposes. You can find your data fields settings by going to Settings > Data fields.
Fintesk's detail view contains all of the information related to that deal, including emails (coming soon), activities, or notes.
In Fintesk, the ongoing transaction you’re pursuing with a person or organization is tracked as a deal, and processed through the stages of your pipeline until it's either WON or LOST.
In Fintesk, the detail view of a deal, person, or organization contains all of the information related to that item. Here you can add additional relevant information such as emails (coming soon), activities, or notes.
If you need to change the contact person or organization linked to a deal, you have a few options. You can:
In Fintesk, you can use filters to see specific data in your account. You can even mix different item fields within a filter to make full use of the connections and custom fields you’ve created in Fintesk.
Knowing the status of your deals is important for prioritizing your time and optimizing your efforts.
Fintesk's filtering tool offers a variety of ways to see and segment specific data in your account. Here are some examples of common filter options you may find useful.
Fintesk system IDs are alphanumeric codes that represent any:
To add a custom field to your add deal, contact or product modal, go to Company settings > Data fields and select the tab of the entity you want to add the field to.
Notes are a great way to add extra information to the detail view of your items, including links.
To choose which columns are visible in the list view table, click on the gear icon at the top right corner of the list view table and – using the checkboxes shown – select which columns you would like to be shown.
By default, deals can only have one linked person or organization. However, if you want to associate additional contacts with a deal you can do so using custom fields.
If you want to add more than one activity to your account at a time, you can do so using a spreadsheet import.
In the list view of Fintesk, you can edit a field by hovering your mouse over the field in question and clicking on the pencil icon that appears.
Managing and completing your activities is an important part of using Fintesk, and using filters can make it even easier.
You can link multiple person contacts to an activity by adding them in the person section of the activity detail view.
There are different locations in Fintesk where a deal can be moved to another pipeline.
To restore a deleted deal, go into the detail view of that deal and click on the "Reopen" button found toward the upper-right corner.
You can view completed activities in the list view of the activities tab by first applying a filter with the condition Activity > Done > is > Done.
It can be helpful for other users in your account to see things exactly as you do.
When you’re importing spreadsheets into Fintesk, it’s important to know which fields are available for you to move your spreadsheet data into.
Linking an organization to a person
The list view is one of the ways data is displayed in Fintesk, using a clear, linear view to make all of your information easily visible.
In Fintesk, the detail view of deals and contacts contains all of the data pertaining to that item. You also have the ability to edit this information, as well as delete or merge (coming soon) the items.
Custom fields can be used when the information you want to add to Fintesk doesn’t exist as a default field.