Terros

The Toolbox is your management hub for team oversight, performance tracking, and administrative tools—all in one place.

Toolbox Overview (Mobile)

My Contacts shows a list of all the door contacts (dispositions) you've made while canvassing. Use this to review your contact history, see which dispositions you've set, and quickly navigate…

My Contacts (Mobile)

View all accounts (leads, prospects, and customers) assigned to you.

My Accounts (Mobile)

Track shadow sessions where managers observe reps in the field.

Team Shadows / My Shadows (Mobile)

Track one-on-one interview sessions between managers and team members.

Team 1:1s / My 1:1s (Mobile)

View and track progress on quarterly goals and plans.

Team Quarterly Plan / My Plans (Mobile)

Track and review meeting attendance for yourself or your team over time.

Meeting Attendance (Mobile)

Hunter Allred

Details about all the Tools in the Toolbox on Mobile App

Toolbox

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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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