Proxi

There are three ways to group and organize places in Proxi, and each has a different job

Setting Up Categories, Fields, and Labels

Listings and collections work together, but they answer two different questions

Listings vs. Collections: What's the Difference?

Updating Many Listings at Once

Updating Many Items in a Collection at Once

Using the Bulk Edit Tool

Fill In Business Details Automatically: Website, Phone, Hours, and Photos

This SOP explains how to configure, import, manage, and publish place records in Proxi’s Listings CRM. It is designed to help team members centralize place data, keep records accurate, and…

Set Up and Manage Listings CRM in Proxi Places

Read a List: Turn a Pasted List, PDF, Photo, or Website Into Listings

Find Places Nearby: Add Real Businesses by Kind

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Chelsey Roney

Working with Your Data

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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.

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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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