Adversus

An overview of all the campaign settings so you can build a campaign exactly to your specifications

Campaign settings - Settings

Segment your leads to let you control who is contacted at what times

Campaign settings - Segmentation

Understand all the different booking settings to get bookings set up correctly in the consultant's calendar.

Campaign settings - Bookings

Show your agents the information they need, and let them register their results

Campaign settings - Fields

If you're using the Adversus products system, this is where you add them to the campaign

Campaign settings - Sales

Give your agents the ability to send Emails and SMS messages directly to your leads in the dialer.

Campaign settings - Messages

Give your agents the ability to forward calls to other agents or campaigns

Campaign settings - Call forwarding

Set up a KPI view directly in the dialer so your agent’s can keep track of their numbers as needed.

Campaign settings - KPIs

Campaign settings - iframe

Set up manuscripts to help your agents hold consistent conversations

Campaign settings - Manuscripts

Simon (DK)

Line Jensen

Understand all the different campaign settings available

Campaign settings

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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.

Connect your stack

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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.