StreetText

Learn how to delete a lead from the contact section

How to Delete a Contact

How to understand everything within your "contacts" section

Understanding your Contacts section

How to assign and unassign leads to the agents on your team — one at a time or in bulk.

Assigning leads to your teammates

See below for information outlining the next steps to take after receiving a lead!

I received a Lead! 😃 What's next?

I have an Address-only lead, what do I do next? Read below to learn what to do next.

I received a lead, but they only provided me with their address.

Want to know how to export leads? See below for a walkthrough!

Export/Download Leads

How to sort your leads using filters

Isaac Foster

Stephen Whiting

Essentials

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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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.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

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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