SalesRevv

Access, filter, and manage client records in SalesRevv’s centralized Clients tab.

📘 SalesRevv Training: Clients Tab

Quickly view full client details in SalesRevv’s Client Profile from any page.

📘 SalesRevv Training: Client Profile

Log and view client notes in SalesRevv, synced to your POS for full visibility.

📘 SalesRevv Training: Logging Notes

This section covers everything related to managing your clients, from navigating the Clients Tab and reviewing individual client profiles to logging notes and tracking interactions.

Clients

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Create your workspace and invite the people you work with.

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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.

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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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