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:
Method 1: Using the "+ New Person" Button
Locate the "+ New Person" Button: Look for the "+ New Person" button. It's typically positioned prominently at the top of your People Page, often in the upper right corner.
Click "+ New Person": Click this button to initiate the process of adding a new contact manually. A form or dialog box will appear, prompting you to enter contact details.
Fill in Contact Information: In the form, you'll be able to enter various details for the new contact, such as:
Name
Company
Job Title
Email Address
Phone Numbers
and other relevant fields
Save New Contact: Once you've entered all the necessary information, click a "Save," "Create," or similarly labeled button to save the new contact record to your People Page.
Method 2: 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: Look for an "Import/Export" button or a similarly labeled option on your People Page. This might be located near the "+ New Person" button or within a settings menu.
Choose "Import": From the Import/Export options, select the "Import" function.
Choose Import Source: You'll then be presented with options for the source of your contacts. Common import sources include:
CSV Files (Spreadsheet Upload):
Select "CSV File" or "Spreadsheet": Choose the option to import from a CSV (Comma Separated Values) file or a general spreadsheet file (like .xlsx).
Upload File: You'll be prompted to upload the CSV or spreadsheet file containing your contact data.
Mapping Fields (Usually Required): The system will often guide you through a process of "mapping" the columns in your CSV file to the corresponding fields in your contact system (e.g., matching the "Name" column in your CSV to the "Contact Name" field in your People Page). This ensures data is imported correctly.
Email Integration:
Select "Email Integration" or "Connect Email": Choose the option to import from an email account (like Gmail, Outlook, etc.).
Connect Email Account: You'll be guided through a process to securely connect your email account to the platform. This allows the system to scan your email contacts and import them.
Choose Contacts to Import: You may be given options to filter or select specific contacts to import from your email account.
LinkedIn (if Connected):
Select "LinkedIn" or "Import from LinkedIn": If your platform has LinkedIn integration, you may see an option to import contacts from your LinkedIn network.
LinkedIn Connection (May be Required): You might need to connect your LinkedIn account to the platform if you haven't already.
Import LinkedIn Connections: Follow the prompts to import your LinkedIn connections into your People Page.
Initiate Import: After selecting your import source and configuring any necessary settings (like field mapping), click a button like "Import," "Start Import," or "Upload" to begin the import process.
Review and Verify (Optional): After the import is complete, it's often a good practice to review a sample of the imported contacts to ensure the data was imported correctly and that contacts are listed as expected in your People Page.
Choose the method that best suits your needs – manual entry for individual contacts or bulk import for larger contact lists.
Updating Contact Information: Simple and Automatic
Keeping contact information current is essential for effective communication. Updating details on your People Page is designed to be incredibly easy:
Locate the Contact: Find the contact in your People Page list whose information you need to update.
Click on Any Field to Edit: To modify any piece of information for a contact (e.g., name, email, company, phone number), simply click directly on the field you want to change. The field will typically become editable, allowing you to type in new information or select from a dropdown.
Make Your Changes: Type in the updated information or select a new option.
Automatic Saving: Changes are usually saved automatically and instantly as you make them. You typically don't need to click a separate "Save" button. The system often uses "auto-save" functionality to ensure your updates are immediately recorded.
Update Multiple Fields: You can update multiple fields for a contact at once. Just click on each field you want to modify and make your changes. All edits will be auto-saved.
This streamlined editing process makes it quick and efficient to keep your contact records accurate and up-to-date.
Customizing Your View: Displaying the Information You Need
Your People Page is designed to be flexible, allowing you to personalize the view to highlight the information most relevant to you. You can control which information columns are displayed and how your contacts are sorted.
Choosing Which Information to Display (Show/Hide Columns):
You can customize which columns of information are visible in your contact list. This allows you to focus on the data points that are most important for your current task or workflow. Common column options include:
Name (Always Visible): The contact's name is typically always displayed and cannot be hidden as it's the primary identifier.
Last Interaction: Display or hide the "Last Interaction Date" column.
Owner: Show or hide the "Contact Owner" column.
Company: Display or hide the "Company" column.
Title: Show or hide the "Job Title" column.
Email: Display or hide the "Email Address" column.
Phone: Show or hide the "Phone Number" column.
Social Media Links: You might have options to show/hide columns for social media links like LinkedIn or Twitter.
Creation Date: Display or hide the "Creation Date" column.
(Other available information fields might also be options to show/hide depending on your platform)
(Instructions on how to show/hide columns would be added here depending on the UI of the platform. Common methods include "View Settings" button, column header dropdown menus, or drag-and-drop column rearrangement.)
Sorting Options:
Sorting allows you to arrange your contact list in a specific order based on different criteria. Common sorting options include:
Name: Sort contacts alphabetically by name (A-Z or Z-A).
Last Interaction Date: Sort by the date of last interaction, allowing you to see most recently or least recently contacted individuals at the top.
Company: Sort contacts alphabetically by the company they are associated with.
Recent Additions (Creation Date): Sort by the date contacts were added to your system, showing newest or oldest contacts first.
(Other sorting options might be available depending on your platform, such as sorting by "Owner," "Title," etc.)
(Instructions on how to sort would be added here depending on the UI of the platform. Common methods include clicking on column headers to toggle sorting.)
By customizing the displayed columns and sorting, you can tailor the People Page view to match your specific needs and quickly access the information that matters most in any given situation.
Filtering People: Finding Specific Contacts Quickly
Filtering is a powerful tool to narrow down your contact list and quickly find specific individuals or groups of contacts that meet certain criteria. You can typically filter your People Page by various attributes:
Name: Filter by contact name. Start typing a name, and the list will dynamically narrow down to contacts matching your input.
Company: Filter by the company contacts work for. Select a company from a dropdown list or start typing a company name to filter.
Location: Filter by geographic location (if location data is available for your contacts). You might be able to filter by city, state, or country.
Owner: Filter by the contact owner, allowing you to see contacts assigned to a specific team member.
Last Interaction Date: Filter by the date of last interaction. You might have options to filter for contacts last interacted with within a certain timeframe (e.g., "Last 7 days," "Last month," "Older than 3 months").
(Other filter options might be available depending on your platform, such as filtering by "Title," "Industry," custom fields, etc.)
(Instructions on how to apply filters would be added here depending on the UI of the platform. Common methods include filter dropdown menus, search bars with filter options, or advanced filter panels.)
Filtering is invaluable for quickly isolating specific segments of your contact database, whether you are looking for a particular person, contacts within a certain company, or contacts needing follow-up based on last interaction date.
Contact Actions: Taking Action Directly from Your People Page
The People Page isn't just a list; it's an action hub. Directly from your contact list or individual contact profiles, you can initiate various actions to engage with your contacts and manage your relationships:
Send Emails Directly:
(Instructions on how to send emails directly would be added here depending on the UI of the platform. Common methods include an "Email" button or icon next to a contact's name or email address, or within a contact's profile.)
Functionality: Allows you to compose and send emails to your contacts without leaving the People Page. This streamlines communication and keeps your workflow efficient.
Schedule Meetings:
(Instructions on how to schedule meetings would be added here depending on the UI of the platform. Common methods include a "Schedule Meeting" button or icon, or integration with calendar applications.)
Functionality: Enables you to schedule meetings with your contacts, often with calendar integration to check availability and send meeting invites.
Add Notes:
(Instructions on how to add notes would be added here depending on the UI of the platform. Common methods include a "Notes" section within a contact's profile, or a quick "Add Note" button.)
Functionality: Allows you to add and store notes related to your interactions, conversations, or key information about the contact. Notes are valuable for context and team knowledge sharing.
Set Reminders (Follow-up Tasks):
(Instructions on how to set reminders/follow-up tasks would be added here depending on the UI of the platform. Common methods include a "Set Reminder" or "Add Task" button, often with options to set due dates and assignees.)
Functionality: Enables you to set reminders or create follow-up tasks related to a specific contact. This helps ensure timely follow-up and prevents important actions from being missed.
Link to Deals:
(Instructions on how to link contacts to deals would be added here depending on the UI of the platform. Common methods include a "Link to Deal" or "Associate with Deal" option within a contact's profile, or when creating/editing deals.)
Functionality: Allows you to connect contacts to relevant deals or sales opportunities. This links people to the sales process and helps track contact involvement in specific deals.
Connect to Companies:
(Instructions on how to connect contacts to companies would be added here depending on the UI of the platform. Common methods include a "Connect to Company" or "Associate with Company" option within a contact's profile, or during contact creation.)
Functionality: Enables you to associate contacts with the companies they work for. This establishes the company-contact relationship, centralizing information and improving organization.
These contact actions transform the People Page from a static list into a dynamic hub for managing relationships and driving your business forward.
Managing Relationships: Building and Nurturing Connections
The People Page is designed to facilitate effective relationship management by providing tools to track interactions, maintain history, and ensure consistent follow-up:
Track All Interactions: The system automatically logs and tracks various interactions you have with your contacts. This includes:
Emails sent and received
Meetings scheduled and conducted
Calls logged
Notes added
(Potentially other types of interactions depending on platform features)
See Communication History: You can typically view a complete communication history for each contact. This chronological timeline of interactions provides valuable context and a clear record of your engagement.
Set Follow-up Tasks: As mentioned earlier, you can easily set follow-up tasks and reminders for contacts directly from the People Page. This ensures you never drop the ball on important follow-up actions and maintain momentum in your relationships.
Add Private Notes: The ability to add private notes and remarks to contact profiles allows you to store key insights, reminders, and personal details about each contact. These notes are typically visible to your team (depending on sharing settings) and help maintain a collective understanding of each relationship.
By utilizing these relationship management features within the People Page, you can build stronger connections, improve communication effectiveness, and ensure consistent engagement with your network.
Import/Export Features: Expanding and Utilizing Your Contact Data
The Import and Export features of the People Page provide flexibility in managing your contact data, allowing you to bring contacts into the system from external sources and take your contact data out for reporting or other purposes.
Importing Contacts (Explained in detail earlier under "Adding New Person - Method 2"):
(Refer back to the "Method 2: Importing Contacts from External Sources" section for detailed instructions on importing from CSV files, Email Integration, and LinkedIn.)
Exporting Contacts:
The export function allows you to extract your contact data from the People Page into a spreadsheet file.
Click "Import/Export" Button: Find the same "Import/Export" button you used for importing.
Choose "Export": Select the "Export" option from the Import/Export menu.
Choose What Data to Include: You may be given options to select which data fields or columns to include in your export. You might be able to choose to export all data or select specific fields like name, email, company, phone number, etc.
Select Format (CSV, Excel): Choose the desired file format for your export. Common options are:
CSV (Comma Separated Values): A plain text format that is widely compatible with spreadsheet applications and other data processing tools.
Excel (e.g., .xlsx): A Microsoft Excel spreadsheet format.
Initiate Export: Click a button like "Export," "Start Export," or "Download" to begin the export process.
Download File: The system will generate a file (either CSV or Excel, depending on your selection) containing your contact data, and you'll be prompted to download the file to your computer.
Exporting your contacts is useful for creating backups, sharing contact lists, performing data analysis in spreadsheet software, or integrating your contact data with other systems.