Leaf Trade

New and improved customer management - rolodex of your dreams!

Customer Management (Seller)

Bri Roan

Natalie Norell

How to Manage your Inventory and Catalog of Products as a Cultivator, Processor, Vendor, etc.

For Sellers: Catalog

LEAF TRADE   //   IMPLEMENTATION GUIDANCE

Product Naming, Structure & Categorization Recommendations

Products

What a reset does, when you need one, and how to prepare so it goes smoothly.

Inventory Reset Overview

Inventory

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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.

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A quick lap of the product so you know where everything lives.

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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.

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.

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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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