Clinic Monk

Need more than the summary on a lead’s card? Open their contact record to see their details.

Use the search box to find the person by name or email. Then click their name in the results.

1. Open Contacts in the left menu.
2. Choose Smart Lists.
3. Use the search box to find the person by name or email. Then click their name in the results.

Health Clinic: 1 Contacts, 2 Smart Lists, 3 the search box. Olivia Bennett is a fictional example; no contact information is shown.

Click the screenshot to see it full size.

This example uses a fictional name to show you where to search. No client information is shown.

Find the person’s card and click their name to open the contact record.

The Leads page shows where an inquiry is in your follow-up process. The contact record holds the person’s details. If a summary looks incomplete, open the record before assuming information is missing.

Use the 24/7 chat widget in ClinicMonk™ for immediate help, or join office hours Monday to Friday at noon ET.

Visit the <a href="https://get.clinicmonk.com/support-dashboard" rel="nofollow noopener noreferrer" target="_blank">Support Dashboard</a> to find the chat widget and office-hours details.

Need more than the summary on a lead’s card? Open their contact record to see their details. Find them in Contacts Open Contacts in the…

Find someone’s full contact details

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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.

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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.

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.

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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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Find someone’s full contact details

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