Articles on contact intelligence
3 articles tagged “contact intelligence” — show all articles.
The Trevally Dashboard: Mission Control for Your Network
The dashboard is where Trevally reports back: what synced this week, who added you, which files and links arrived, what needs your approval, and a clever widget that learns who matters to you with a single thumbs up. A guided tour of every panel.
Inside the Trevally Contact Card: Every Feature, Including the Hidden Ones
The contact card is the heart of Trevally: one place holding everything about a relationship: messages, files, notes, tasks, insights and more. In this deep dive we tour every tab and reveal the special features you might have missed, like Relevance scoring, introduction insights, and smart duplicate merging.
Getting Started with Trevally: From Your First Sign-In to Finding Any Contact in Seconds
New to Trevally? This step-by-step tour walks you through your first minutes in the app: signing in with Google, granting permissions, accepting the terms, your first sync, exploring the dashboard, and finding any contact instantly with global search.