TitanX

Scroll below the Call Library to All Calls.

Note: select Save or Apply when you configure your Views and Columns, or your changes won’t be kept.

All Calls lists every call that matches your Call Library filters. Use it to find a specific lead or contact, customize what you see, and group calls.

Working with the All Calls List

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Create your workspace and invite the people you work with.

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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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Control	What it does
Search bar	Search for a specific lead or contact
Views	Save a personalized view
Edit Columns	Select the columns you want to see
Group by	Group your calls by All Sessions, Campaign, or None

Working with the All Calls List

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Controls