brightwheel

[For Admins] Learn how to add leads, customize your leads view, and use the lead drawer to edit student details.

Add and manage leads in brightwheel CRM

[For Admins] Learn how to move families through your enrollment pipeline, send stage emails, and enroll a lead.

Move leads through your CRM pipeline

[For Admins] Learn how to add families to your waitlist, reorder them and enroll them when a spot opens.

Manage your waitlist in brightwheel CRM

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CRM pipeline management

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Brightwheel Website

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Create your workspace and invite the people you work with.

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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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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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