TitanX

Click any lead or contact in the All Calls list. To call them, click the <b>Dial</b> button at the bottom of the details view.

Every lead or contact in All Calls has a details view. Use it to see their campaign, review all activity, add tasks, check company details, and call them directly.

Viewing Call and Contact Details

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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.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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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Tab	What you’ll find
Overview	The campaign the lead or contact belongs to
Activity	All calls, tasks, and emails together in one view. You can also add a task from here.
Account Details	Company name, industry, LinkedIn URL, and website

Viewing Call and Contact Details

How to open the details

What each tab shows