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This article explains how law firms can use the Opportunity Tracking tool to better manage their pipeline and generate related insights.

How to use Nexl for Opportunity Tracking

How to move an Opportunity to a later deal stage

Changing an Opportunity's stage

How do I change the Company associated with an Opportunity?

Getting the most out of Opportunity History and Record notes on Opportunities

How to Effectively Use Notes and History Features for Opportunities

Tips and tricks to create charts on Opportunities

How to use charts on Advanced Opportunities view

This article explains how to use the Referrals tool to manage both inbound and outbound referrals.

How to use Nexl for Referral Tracking

Learn more about how you can manage Opportunities Fields as an Admin

Admin Opportunities Field Management Section

Habib Ullah

Steven

Candice Connellan

Everything you need to know about creating Opportunities and managing your pipeline

Opportunities

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Resources

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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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