Coldlytics

Getting Accurate Lists: The Website Keyword Filter

Where to Find Your Leads: The Contacts Page

Task Statuses and Delivery Estimates

Overview of contact research and its value.

What is a Contact Research Task?

Step-by-step guide to defining an Ideal Customer Profile (ICP).

Creating a Task

Task Delivery Times

Watch how to Relaunch a task you've recently ran to get more leads of the same criteria

How do I relaunch a task to get more leads?

Policies for unavailable data and credit returns.

What Happens if Data is Unavailable?

Learn how to quickly archive a task to keep your dashboard simple and organized.

How do I archive a task?

Learn how to make a copy of a list that you can edit to make changes on without having to start over from scratch.

How do I duplicate a task?

Enrich Your Own List of Companies

Avoid duplicate leads on lists with overlapping criteria.

How do I avoid duplicates on similar lists?

Matt McQuinn

Richard Francis

Steps to create tasks, manage credits, and understand data delivery processes.

Contact Research

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.

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