Agency Access

Daniel Caruso

Keith Gentile

Learn how to search the directory to find and manage your contacts

Searching Contacts in the Directory

Tutorial on how to search the Directory for the companies you are looking for.

Searching Companies in the Directory

Tutorials showing how to best use the Creative Driectory

Directory Tutorials

Best practices for searching the Creative Directory to find contacts, companies and brands.

Searching the Directory

How to save a search while using the Directory.

Saving a Directory Search

Individually select contacts and add them to your marketing lists.

Creating Handpicked Lists - Contacts

Individually select companies and add them to your marketing lists.

Creating Handpicked Lists - Companies

Utilize Tags to group together contacts with similar qualities and locate them quickly and easily for future use.

Tagging Directory Contacts

Narrow your Directory results and locate key contacts and companies with Filters.

Utilizing Filters Within The Directory

Directory contacts come from us, personal contacts come from you.

Directory vs Personal Contacts

Get in touch with our Research Department to submit corrections & updates and supply website feedback to our Development Department.

Submitting Database Corrections and Website Feedback

How to turn a Saved Search into a list from within the directory.

Turning a Saved Search into a List

Directory Articles

Resources

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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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.

{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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.