Each group of contacts is a customizable database: you can add custom data to your contacts and choose to display only the data that matters to you.

1. Custom data

Add custom data to your contacts with custom fields.

To create a new custom field, simply click '+', situated in the last column of your database.

There are different types of custom fields you can choose, depending on the kind of information you want to add:

Select & Multi-select

  • 🗂 Sub-category - In an Investors group, for example, you can create a select-type custom field named 'type of investor' to display the investor sub-categories with Business Angels, VCs, Equity, etc.

  • 🛫 Stages/Status - In a Candidates group, for example, you can create a select-type custom field to display the different stages of the hiring process with Contacted, In Interview, Performing Technical test, Offer made, Hired, etc.

  • 🏷 Tags - In an Experts group, for example, you can create a multi-select custom field to display the areas of expertise with SaaS, Enterprise Software, Retail, Finance, etc.

Custom fields (tags)

Date

  • 📅 Add a date for an upcoming event (e.g. the date of the next interview with a candidate)

  • 🎯 Add a deadline (e.g. the date when your contact needs to be sent a document)

  • 🧮 Add any custom date (e.g. Anniversary date, Contract dates etc.)

Custom fields: date

Text

  • Add regular text for description, notes or comments to your contacts.

Custom fields: text
  • User (owner)

You can tag teammates from your Workspace to:

  • 👤 Assign contacts to a teammate (interviewer, account owner)

  • 👀 Clearly indicate who knows who (for intros for example)

Custom fields: user
  • Contact (relationships)

You can tag any contact or company from your Workspace to:

  • 👥 Add people to indicate relationships between contacts (e.g. relatives or partners)

  • 🏢 Add companies to indicate relationships between a contact and companies (e.g. company portfolio for a VC)

2. Custom visualisation

You get to decide what you want to display in your database, and it is specific to each group.

With 'visible contact info', you can select or unselect the fields that you want displayed in the table.

You can also move columns to visualize the info the way you want.

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