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How to manage a list of partners or suppliers?
How to manage a list of partners or suppliers?
Centralize your suppliers, distributors and partners contacts to create successful partnerships, in 3 easy steps
Simo Lemhandez avatar
Written by Simo Lemhandez
Updated over a week ago

Step 1: Build a live list of partners & suppliers

There are 4 ways to centralize your contact data on folk:

  1. Go to your Settings and click Connect a Google account to sync your Gmail addresses and automatically import all the new partners you meet with or have an event with.

  2. Download the folkX extension to add potential partners from LinkedIn and Twitter.

  3. If you already have a list of partners/suppliers in existing tools, like XLS, ATS tools, or Notion, import them in one click.

  4. Connect any custom integration using Zapier.

Step 2: Engage with your partners with customized emails

  • Communicate with your partners using ultra-personalized messages to send agreements, follow up on your partnerships, and close deals.

  • Create and use templates to speed it all up.

Step 3: Track & follow up on your partnerships workflows

  • Create pipeline views to track every step of your partnership process

  • Track your team’s latest interactions with your potential partners to know who needs to follow up and when.

  • Add shared notes about your meetings & calls.

  • Create reminders to follow up when needed.

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