ProLine

The definitive guide to ProLine PRO credits, their purpose, what actions require them, and how to monitor usage.

ProLine PRO Credits

This guide show you how to customize contact titles for non-main contacts in projects.

How to Customize Project-Level Contact Titles

Learn how long it can take for credit card, debit card, and ACH payments to be deposited into your bank account.

Expected Deposit (Payout) Timelines for ProLine Payments

Learn how to release and/or replace a ProLine number with a new number, for a user within your organization.

How To Replace (Release) a ProLine Number

This guide shows how to invite and remove Super Admins to your ProLine Account. It also shows Super Admins how to register their account.

Manage Super Admin Accounts in ProLine

This guide walks you through the steps to locate and download calls from multiple areas of the platform.

Find and Download Phone Call Recordings

Learn how to manage project custom fields in ProLine, including how to add, edit, and manage these fields in your project details.

Managing Custom Text in Project Custom Fields

AJ Briley

Laura Acosta

Company Management

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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.

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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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