TitanX

Contacts Tab

Accounts Tab

Custom filters let you find exactly the records you need by combining a column, a condition, and a value. This article uses the Accounts tab as an example.

Building Custom Filters

The Contacts tab gives you four ways to narrow down your contact list, plus one-click metrics that filter by TitanX Intent. You can save any combination of filters as your…

Finding Contacts with Search, Views, and Filters

Views are saved sets of filters on the Contacts tab. Instead of rebuilding the same filters every time, save them once as a View and jump straight to the contacts…

How to Create a Contacts View

Researching an Account

Viewing a Contact’s Details and Activity

Searching, filtering, viewing, and organizing contact records and target lists.

Contact & List Management

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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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