SalesWings

First steps and getting started guide to start on the right foot!

Getting started with SalesWings

Concise & Complete Overview Guides

In this guide, you will know how to set up tracking under various scenarios.

The Ultimate guide to tracking leads with SalesWings

SalesWings available training & support, and how to contact us.

Available Training, Support & Contact Details

Pauline from SalesWings

Philip Schweizer

The best place to get started if you are new to SalesWings!

Getting started

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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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