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Get an overview of all leads on a campaign

Create a lead manually

Upload/insert contacts to a contact pool

Find the last 10 contacted leads

Find/search for a specific lead

Make leads with automatic redial status available now

Add contacts from a contact pool to a campaign

Bulk insert/update contacts

Insert leads using the API

Edit the status of leads

Edit last contacted by

Edit the number of contact attempts on leads

Delete leads with invalid phone numbers

Assign leads to specific agents

Delete leads in a contact pool

Delete leads in a campaign

Delete a lead upload

Delete duplicates from a campaign

This is how to set up a manual journey so that you can move your leads using Warehouse.

Move leads from one campaign to another (Using a manual journey)

How to blocklist leads

Disable the blocklist lead feature

Contact Lifetime Management tool manages the timeline of contact pools and when the contacts should expire, be archived or deleted.

Lifetime Management of Contacts

This article describes how to use AI to transcribe conversations and review them using the Quality Assistance module.

How to use the Quality Assistance module to review calls based on AI

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How to

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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.

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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.

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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