G.J. Gardner

Patrick Haley

A Collection of Articles outlining the entire sales process in G.J. Software, from Contact Creation to Completing a Sale

Sales & Sales Folder Management

Sales Process Workflow

Learn how website leads are captured, assigned via round-robin, and handled for house and land, with options for email notifications.

Lead distribution and email notifications for website inquiries

Lead & Sales Folder Essentials

Learn how G.J. Software handles Sale and Slab dates. This guide explains automatic triggers, the difference between Event and Reported dates, and the reporting rules that lock data on the…

Sales & Slab Date Logic

Sales Performance

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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.

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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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