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Here's how to claim your Team Card from the activation email, using your iPhone.

Claim a Team Card on your iPhone

Here's how to claim your Team Card from the activation email, using your desktop.

Claim a Team Card via your desktop

If you've created a Team Card from scratch (i.e. without using a Template), you can create a new card as a copy of this one, as a shortcut to creating…

Creating a Team Card by copying

Individual Team Cards can be created by Team Admins or the Owner of a Blinq Business account.

Creating a Team Card from scratch

Editing a Template allows Blinq Business administrators to make consistent updates across all the Team Cards generated from it. Maintaining consistency by updating team images, shared fields, and placeholder fields…

Editing a Team Template

Team Cards are the feature offering of the Blinq Business subscription.

Blinq Business Team Cards

Blinq Business users can set the desired look and feel for all Team Cards through the use of a Team Template.

Creating a Team Template

Give your whole team's cards the same font as everywhere else in your brand.

Setting a custom brand font for your workspace

Creating Team Cards

You can delete a team member, as well as all of their assets (team cards and email signatures), at once from the dashboard as an admin.

Deleting a team member

Blinq Business Team Member profiles are created automatically when a Team Card or Signature is created on their behalf. Admins can also create a Team Member directly, without needing to…

Adding a new team member

Learn about the three Blinq Business roles, Member, Admin, and Owner, and what each one can access and manage.

Roles and permissions

Blinq Business provides two levels of Administrator access in the Blinq Dash to support the effective administration of Users, Templates, Team Cards, and Email Signatures.

Upgrade a team members role

Moving on from your role? Blinq Support handles the ownership transfer for you, so nothing in your workspace is lost.

How to transfer ownership of your Blinq Business workspace

Update roles or remove several team members at once, instead of one at a time.

Bulk-editing team member roles and access

Managing Team Members

See, share, and export the contacts your whole team has captured, all from one place.

Managing Team Contacts

Select multiple contacts in your dashboard and use the quick actions bar to sync, export, tag, assign campaigns, or delete contacts in one go. Clean up your whole contact list…

Bulk actions: manage multiple contacts at once

Contacts

Keep your workspace name consistent everywhere your team shares a card.

Setting your workspace's company name

Set one shared list of tags your whole team can use, so every contact gets labeled the same way and your CRM data stays clean.

Using workspace-wide contact tags

Keep your workspace to your company. With allowed domains, only people whose email is on a domain you approve can self-join through your invite link.

Allowed email domains for your workspace

Turn a scan into a booked meeting. Admins set calendar links once on a template or card, and they surface automatically in the shareback flow and on every contact, so…

Calendar Booking: let leads and reps book meetings from Blinq

Your whole team's cards can show up in your Blinq contacts automatically, so you can find and share them in two taps.

Company directory: see your team's cards as contacts

Workspace settings options for admins and owners

Settings

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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.

{appName} in 60 seconds

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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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