How do I manage the concept of “deal” through folk?
In addition to people and companies, you can create objects to track deals.
First you need to create deals from your people or company table views.
A deal can be linked to both people & companies, and the same deal can be linked to multiple people and/or companies. You can add multiple deals to the same contact.
More details here.
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 select + shift to select in bulk or command+A (ctrl+A).
More details here.
Are advanced filters available? (AND / OR / etc)
Yes, we now support the OR option in the filters, so that when applying multiple filters at the same time, you can choose AND or OR options.
Can I filter by any field?
Yes. You just need to go on the group, select “Filter” and apply your choice.
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. It will copy the list of contacts and all the custom fields.
Which type of data can I enrich?
We are connected to 6 providers to enrich data in folk. When enriching contacts, fields that can be enriched are the email, job title, company name and URLs.
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.