How do I manage the concept of “deal” through folk?
For the moment, you can only manage people and companies in folk. We don’t have a custom object for deals yet, but that’s definitely part of our roadmap for next year. In the meantime, most of our users use companies as deals, then you can use the contact custom field, to link several companies (deals) to your contacts.
How can I easily select multiple contacts in a list?
To select multiple contacts in your groups, you can select them one by one, using the checkbox next to the contact. Or you can click on select all. You can also use filters to select the right contacts.
Are advanced filters available? (AND / OR / etc)
For now we don't support the rule OR in the filters, only AND when adding multiple filters.
Can I filter by any field?
Yes. You just need to go on the group, select “Filter” and apply your choice.
Can I change templates / upload my own templates in my groups?
No, for the moment the templates that you see in empty groups are pre-made by folk. We are working to make them even more customizable. In the meantime, you can select a template from our library and make all the changes you desire.
Can I integrate my contacts through LinkedIn?
Yes. You can download our folkX extension and add contacts directly from LinkedIn, and LinkedIn Sales Navigator, in one click.
How can I access all my emails?
Once you’ve synced your email with folk (gmail or outlook), all the interactions (both emails and calendar events) will automatically sync on your contacts. They will appear on the contact profile, in the interactions tab.
How can I clean my search bar?
In the Search bar, you’ll see all your contacts from your workspace (both categorized and uncategorized). Imported contacts from your email sync will automatically show up in the Search for you to categorize them. Think of it as a passive database where you can pick the contacts you want to categorize and put them into groups. For all the non relevant contacts, you can just leave them in background as uncategorized contacts - they won’t really be part of your workspace.
Can I copy a group?
You can duplicate a group but this won’t copy its custom fields. It will only duplicate the list of contacts. The best way to copy a group’s structure is to create a shared view of it and then duplicate it to your workspace.
Which type of data can I enrich?
We have a native integration with DropContact. When enriching contacts, fields that can be enriched are the email, phone number, job title, and company name.
Can I merge two groups?
It’s not possible to merge groups for now. You can either select all contacts from group A to add them to group B. Or you can export group A to import it into group B, to make sure you won’t loose the custom fields.
How can I categorize my contacts?
There are several ways to categorize your contacts:
From the Search (on the top left), you can select one or multiple contacts to add them in bulk into your groups. Hit shift + down arrow, to bulk select contacts and then click Add to group. You can search them by email domain for instance.
Import a CSV or XLS file directly into a group.
Create a custom Zapier integration with any other tool you use (to automatically import contacts into your preferred groups).
Import directly from LinkedIn, Twitter, Instagram trough our folkX chrome extension.
Why I can't see my notes on my contacts in every group?
Notes (and reminders) are added in the context of a group.
So if a contact is in multiple groups, you'll have access to their notes, in the context of the group you've added them. This is mostly for privacy reasons, if the contact is both in private & shared groups.
You can easily switch context when you open the contact profile, to visualize it in the right group, to see the right associated notes or reminders. Simply click on the group on top of the profile:
If you want to add generic notes, shared across all groups, you can add them in the field description: