Network, the people you work with
Network fills itself in. Meet someone in a recorded meeting and they become a contact, with the meeting already attached.
Mobile keeps list controls; import stays in browser
- Meetings add people; the browser can also Import contacts
- Four tabs, sorting, source and Archived shape the list
- A person opens on a dedicated Activity and Details page
- Mobile keeps list controls; import stays in browser
Where contacts come from
Meeting attendees and calendar invitations become contacts without you adding anyone by hand. You can also use Add contact, or Import contacts in the browser. The browser header places Manage teams, Import contacts and Add contact in that order. See connecting a calendar.
Finding people and companies
Search by name, email, company or team. Switch between All, Internal, External and Companies.
A person's page
Select a person to open their dedicated page. Activity covers their brief, upcoming meetings and meeting history. Details covers their email addresses, phone numbers, companies, address, LinkedIn profile and personas. On a wide screen these areas sit side by side; on a narrow screen they are tabs.
Relationship signals
A person's page can show Shared projects, Teams you both belong to and Also known by, which identifies other teammates who saved the same person.
Companies
A company is a record in its own right, showing everyone you know there.
Sorting and filtering
The sort choices are Last met, Name and Meeting count; the selected third sort is shown as Meetings above the list. The source filter offers Everyone, Added by me and From meetings. Turn on Archived when you need to work with archived contacts.
Managing several contacts
Select rows to Add to team, Merge, Archive or Unarchive, or Delete. Merging is useful when the same person arrived under more than one email address.
On mobile
Mobile keeps the four tabs, the sort and source choices, archived contacts and dedicated contact pages. Its header offers Search, Manage teams and Add contact; contact import is available in the browser. Mobile search is labelled Search people, and multi-select actions use a compact layout.
Using a contact in chat
Mention one with an @ to ask about your history with them. See mentions.