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Importing Leads & Clients from a Spreadsheet

Customize your Lead/Client View

4 Ways to Add Leads & Clients

Screen Sharing Tool

What's the difference between Additional People & Linked Records?

Convert Lead to Client

Add Lead or Client

Attaching Files & URLs

Edit Lead or Client

Note that there is now a time sensitive link rather than the 2 email system! Read below.

Self Service Module

Create a form for your agents to guide leads through a series of questions you'll need to begin a quote.

Intake Forms

To generate policy details in emails & text messages, you need to follow these specific instructions

Policy Specific Automated Workflows

Learn how to push leads generated from Facebook Ads & more into Radius & track your spend/conversions.

Integrating Facebook Ads (& Other Platforms) via Zapier to Radius

Workflows are able to be customized to your needs, but here are a few suggestions to get your creativity flowing!

Automated Workflows EXAMPLES

Direct Communication with Specific Lead/Client

Clu Connors

Danielle Bond

Lead & Client Management

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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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