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Learn everything you need to know about Global Data - Contacts section

Contacts section

Quick guide about adding data in your custom fields

How to add data to Contact Custom field in Global Data?

All you need to know about Global Data Contacts default and custom data inside the columns, and how to manage them

Contacts Data Columns

Quick guide on available delete options in Global Data

Is it possible to delete a contact, deal or a call?

or is it possible to export filtered views from Global Data sections

How to export contacts from Global Data

Is it possible to add a custom field while I'm in Global Data

How to add a custom contact field in Global Data?

Learn how to filter out contact initial statuses in Global Data

How can I filter out all contacts whose initial status was potential lead?

Learn how to edit contact (lead) details, accessing from Global Data

How can I edit Contact details?

Or is it possible for me to add a contact manually?

How to add a contact manually?

Learn more about extra contacts  iClosed is capturing for you and the scheduling statuses behind them

What is the difference between Potential and Qualified prospects?

Contacts

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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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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