Welcome to Your People Page: Your Hub for Contact Management
Think of the People Page as your central command center for all your contacts! It's your go-to place to organize, manage, and interact with the individuals who are important to your business.
With the People Page, you can:
Access all your contacts in one place: View a comprehensive list of everyone you work with.
Quickly find key information: Get instant access to contact details, company affiliations, and relationship history.
Streamline communication: Initiate emails, schedule meetings, and add notes directly from the contact profile.
Manage relationships effectively: Track interactions, set follow-ups, and keep your team aligned.
Let's dive in and explore how to navigate and master your People Page to optimize your contact management!
Exploring the Main View: Your Contact List at a Glance
When you first navigate to your People Page, you'll be presented with the main view. This is designed to give you a comprehensive overview of your entire contact database in a structured and easily digestible format.
The main view is essentially a list of all your contacts, with each entry providing a snapshot of key information. Let's break down what you see for each person in the list:
Core Information Categories:
For each contact listed on your People Page, you'll typically see information organized into the following categories:
Basic Information: Essential identification and contact details.
Person: The full name of the person, serving as the primary identifier.
Company: The organization the contact works for. This helps you quickly understand their professional context.
Title: The contact's position within their company, providing insight into their role and responsibilities.
Email Address: The contact's primary email address for communication.
Direct Line: The main phone number for direct contact.
Relationship Details: Information about your connection and engagement with the contact.
Last Interaction: The date of the most recent recorded interaction with this contact. This helps you gauge relationship activity and identify contacts who might need follow-up.
Assignee: Identifies the team member within your organization who is primarily responsible for managing the relationship with this contact. This ensures accountability and clear ownership.
Created At: The date when the contact record was initially created in your system. This can be useful for tracking contact database growth and analyzing relationship timelines.
Additional Details: Supplementary information that can provide a richer context.
LinkedIn Profile: A link to the contact's LinkedIn profile page, allowing you to quickly access their professional background and network.
Twitter Handle: The contact's Twitter username, providing a link to their public Twitter profile (if available).
WhatsApp Number: The contact's WhatsApp number (if collected), for alternative communication methods.
Personal Phone: A personal phone number for the contact (if collected, separate from work/mobile).
This structured layout allows you to quickly scan your contact list and grasp essential information about each person without needing to click into individual profiles.
Managing Your Contacts: Adding New Connections
Growing your network is vital, and the People Page provides simple and efficient ways to add new contacts to your system. You have two primary methods:
Using the "+ Add Person" Button
Click "+ New Person": Click this button to initiate the process of adding a new contact manually. A form will appear, prompting you to enter contact details.
Fill in Person Information: In the form, you'll be able to enter various details for the new contact, such as:
First Name
Last Name
Email
Phone
Save New Person: Once you've entered all the necessary information, click "Create," to save the new contact record to your People Page.
Importing Contacts from External Sources
For adding contacts in bulk or from other platforms, the import feature is a powerful time-saver. You can typically import contacts from several sources:
Click "Import/Export" Button
Choose "Import People"
Choose Import Source: You'll then be presented with options for the source of your contacts. Common import sources include:
CSV Files:
Click "Import".
Upload File
Mapping Fields: "Mapping" the columns in your CSV file to the corresponding fields in your people records.
Click "Import Records"
Email Integration:
Click "Import"
Updating Contact Information: Simple and Automatic
Using the list view:
Find the contact in your People Page list.
You can edit some of the information by clicking on the specific column
Using the person's page
Find the contact in your People Page list.
Click on its name
On the right panel, you can edit any information under the tabs 'About', 'Deals', 'Remarks' by double clicking in each field and editing the info.
Importing Contacts from External Sources
For updating contacts in bulk or from other platforms, the import feature is a powerful time-saver. In order for that to work the email needs to be correct, because that's the reference we use to find and update the correct contact record.
You can typically import contacts from several sources:
Click "Import/Export" Button
Choose "Import People"
Choose Import Source: You'll then be presented with options for the source of your contacts.
CSV Files:
Click "Import".
Upload File
Mapping Fields: "Mapping" the columns in your CSV file to the corresponding fields in your people records.
Click "Import Records"
Customizing Your View: Displaying the Information You Need
Choosing Which Information to Display (Show/Hide Columns):
You can customize which columns of information are visible in your people list by:
Clicking on 'View Settings'
Select a column and clicking on 'Hide' to hide the column or
Clicking on '+ Add column', and choosing a column to make it visible.
Clicking on 'Save View' for keeping the change, or 'Discard' if you don't want to keep the change.
Common column options include:
Person (Always Visible): The person's name is typically always displayed and cannot be hidden as it's the primary identifier.
Last Interaction (Always Visible): Display or hide the "Last Interaction Date" column.
Assignee
Company
Title
Email
Direct Line
Created At
Other info to add:
Personal number
WhatsApp
LinkedIn
Twitter
Sorting Options:
Sorting allows you to arrange your people list in a specific order based on different criteria.
You can sort by any column, except Person and Assignee.
There are 2 ways of sort the list.
By clicking on the column header
By clicking on the 'Sorted by' on the top of the list.
Checking interactions
The People Page is designed to facilitate effective relationship management by providing tools to track interactions. On the right section you will see 3 tabs
Timeline: The system automatically logs and tracks various interactions you have with your contacts. This includes:
Emails sent and received
Meetings scheduled and conducted.
Inbox: All your inbox email exchange with the person
Follow-ups: A to-do list of tasks for you to manage related to that person.
Export Your People Data
The export function allows you to extract your people data from the People Page into a .csv file.
Click "Import/Export" Button
Choose "New Export" under the export contacts section.
Select fields to export: Email is always selected by default, but you can add First Name, Last Name, and Job Title. No other information is available to export.
Click on "Start Export": it will start the export process.
Download File: Once the export process is finished, the system will make a csv file available for download once you click "Download file".