Visible

How to view a chart of your contacts activity

How to view your Contact's Engagement Trends

How to delete multiple Contacts

This article describes how to export your contacts and custom properties from Visible.

How to export Contacts?

How to edit existing contact lists and add new contacts to them

How do I edit a Contact List?

This article describes the process for creating a contact list in Visible.

How to create and manage a Contact List

How to bulk upload contacts to Visible via .CSV

How to bulk upload Contacts via .CSV

How to create a Contact

Instructions on how to create a custom contact property. These fields will apply to every contact you upload into Visible.

How to create Custom Contact Properties

How to upload a CSV into Visible to update multiple contact properties at the same time

Updating, appending & upserting contacts via CSV

Directions for uploading multiple connections at a time. There are three ways to add contacts into Visible.

How do I add multiple Contacts?

This articles walks through the process for adding columns to display in your contacts view.

How to edit the columns displayed in your Contacts view

This article walks through how to create notes and organize them.

How to add Notes to Contacts

Matt Preuss

Nick Kramer

Contacts

Application Status

Marketing Site

Investor Database

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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