Files and links are used to store and reference external resources, documents, and URLs. Files and links can exist on their own or be linked to contacts and deals for easy access and context.<h2 id="sxwlyb8atqe" data-toc-id="sxwlyb8atqe">Filters</h2>Filters help you find files and links based on specific criteria.<ul><li>Go to the Files &amp; Links page</li><li>Click Filters</li><li>Select a filter field</li><li>Choose a filter option</li><li>Filters apply automatically</li><li>Multiple filters can be applied</li></ul>

Overview

Feedback

Roadmap

Changelog

Join The Discord Community

Adtaria Support

Adtaria 101

Everything you need to get started with Adtaria

Quick Start Guide

Data Model Overview

Import Your Data

Quick walkthrough of how I use Adtaria on a daily basis:

Adtaria in Action

Learn how to utilize your dashboard and get your daily game plan

Dashboard & Daily Digest

Your 'Home' in Adtaria where you can see everything at a glance

Dashboard

Capabilities

Customization

Daily Digest

Inbox

Quick Start Guide to Navigating your Inbox

Keyboard Shortcuts

Inbox Zero

AI Inbox

AI Inbox - Overview

Learn how to add pipelines, pipeline stages, deals, customize your views and more

Pipeline & Deals

Pipeline

Learn how to utilize your pipeline in Adtaria

Learn about the capabilities of your Pipeline and Deals

Learn how to customize your views and settings

Learn how to create, link, edit, delete and customize deals

Deals

Learn how to add contact information, link them to deals, customize your views and more

Contacts

Learn about the capabilities of your Contacts

Learn how to add notes, create templates, share notes publicly and with your team customize your views and more

Notes

Learn how to add tasks, link them to deals or contacts, assign them to your team customize your views and more

Tasks

Chrome Extension

How to quickly update/check if you're on the latest version of the Sales Copilot Extension

Update Your Extension

Sales Copilot (Chrome Extension)

Learn how to add, edit, delete and track KPIs

KPIs

Learn how to add conversations or call recordings, automatically link them to deals, customize your views and more

Call Recordings

Learn about the capabilities of your Call Recordings/Conversations Page

Learn how to add files or links, link them to deals, customize your views and more

Files and Links

Jason Fox

Integrations

Understand how to configure webhooks to your favorite apps

Webhooks Overview

Account Management

Plans and Billing

Team Management

Settings

How can we help you?

Help Center

Improved

Fixed

adtaria

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Adtaria Product Roadmap. Here are planned and future features coming soon, based on your feedback and our product vision. More features will be added here as we continue to build.