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- Create groups - create as many groups as you want to easily classify your contacts. Groups let you organize your contacts into different categories (e.g. Investors, Candidates, Journalists etc)
- Start with a template - get inspired by our gallery of templates, which feature groups with pre-set properties and views for each use case
- Create custom fields - add custom fields to track any relevant data on your contacts (with tags, dates, text, etc). Custom fields are properties specific to a group. This way you can track different data in each group
- Create views - within a group, create views to visualize the data in different ways (sub-categorize with filters, manage companies vs people, create pipeline views)
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