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This article will show you how to rank a prospect with Penny's pre-existing prospect symbols -  💎 🔥 🤞

What are the Icons on My Prospects?

This article will guide you on how to use the many functions that the Penny+ extension has to offer.

Prospecting with Penny+

This article walks you through how to add a customer and create an order in Penny.

How to Add a Customer and Create an Order for a Customer

Notes are important to add to each of your contacts. This article will show you how to add one to your tasks or profiles.

How to Add Notes to a Contact or a Task

Easily merge contacts that have been imported from different places, such as Mobile or your back office.

How to Merge Contacts

If you'd like to delete a contact forever, follow these simple instructions.

How to Delete a Contact

This article walks you through how to manually add a contact via the web or mobile app.

How to Add, Edit and Categorize Contacts (Non-Integrated Accounts)

In this article, we'll show you how to convert various file formats to .CSV so you can upload your contacts to Penny.

How to Convert Files to .CSV for Contact Uploading

Not sure how to download your contacts from your service providers? This article will provide you with links to provider-specific guides.

How to Download Your Contacts from Your Emails or iCloud

This article will guide you through the steps of adding your Instagram, LinkedIn, or Facebook contacts to your Penny.

How to Manually Add Social Contact Information (Handles) to Penny

This article describes how to easily import your contacts to Penny.

Bulk Import Contacts from Mobile or Spreadsheet

Do you have customers or prospects who do not want to be contacted? This article will show you how to mark them as "Do Not Contact".

How to use the Do Not Contact Feature

This simple guide will walk you through the process of exporting your contacts from Penny in just a few clicks.

How to Export Your Prospects

This article will help you download all your LinkedIn contacts for you to add into Penny

How to Download Contacts from LinkedIn

In this article, we'll show you how to convert Google Sheets file format to .CSV so you can upload your contacts to Penny.

How to Convert a Google Sheets File to .CSV for Contact Uploading

A quick guide on how to use the tagging feature to be more organized in Penny.

What are filter tags and how to use them?

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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.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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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