IOS WORKFLOW
Keep investor context close without guessing at the record.
The Finta iOS beta can differ from the web application. Use only the CRM actions visible in the installed build, review changes before saving, and return to the web app for the complete workspace.
Start with the current record
Confirm the investor, organization, relationship owner, and active process before adding context. Mobile convenience should not replace identity or source checks.
Capture only what is supported
Use the fields and actions exposed by the installed beta. Review names, notes, stages, and next steps before saving because beta capabilities can change between builds.
Finish complex work on the web
Use finta.ai for the complete CRM, relationship, document, automation, and administrative workflows when a mobile control is unavailable or more context is required.