Find the person. Keep the useful detail.
Search the directory, open the contact and organise the relevant notes, ownership and lists without duplicating the person.
Find the person without searching three places.
Search by name, business, email or phone, then open the contact to see their details and notes. Assign an owner when someone on the team should look after the relationship. Import an existing contact file and use the data-quality tools to review missing details and possible duplicates.
Create lists for groups you work with regularly. A contact can belong to more than one list while keeping one underlying record to maintain.
For example: keep workshop interest organised.
A class provider could group people who have asked about beginner sessions, with notes about what they are looking for. When new dates are ready, use that list to organise the follow-up. For marketing emails, choose the contacts who are subscribed through the connected mailing audience.
A directory you can actually use.
Bring your existing contacts, keep the helpful details and build from there.
Discuss your contacts