Alta

Follow these steps to set up your user profile in Alta and connect it with your CRM user.

How to Match Your Alta User to Your CRM User

Follow these steps to connect Gmail or Outlook to your Alta account:

How to Connect Your Gmail / Outlook to Your Alta Account

Learn how to create your own signature to be attached to the emails that Alta provides for you.

How to Add a Signature to Your Emails in Alta

To connect your LinkedIn account to Alta, follow these steps:

How to Connect Your LinkedIn account

A step-by-step guide to setting up a Rep. 



Watch a Tutorial here:

How to add a new Rep in Alta

This guide explains how to connect a colleague’s LinkedIn account to their Alta account using a separate Chrome profile.

How to Connect a Colleague’s LinkedIn to Their Alta Account

This article explains how to add a meeting link to a rep in Alta and how to use it as a variable in campaign prompts.

Adding a Meeting Link to a Rep in Alta

Tools allow Alta’s Reply Assistant to take real-time actions on behalf of a specific rep.

Editing Tools on a Rep

Sharon Drelevich

Katie Supporté

Katie's Reps

Create a custom design with text, images, and links

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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.

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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.

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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