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This article provides more information on how to use the Client Business Development tools.

Client Business Development

This article explains how to use the the Candidate Care screen to find applicants that have not been contacted recently.

Candidate Care

This article explains how to use the Contact Business Development screen to find which of your Contacts need to be contacted.

Contact Business Development

Terence Cassidy

Business Development

🔧Status Dashboard

Recruitment Agencies

Access Recruitment CRM

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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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