Contacts & engagements
Organisations, people, seats and feeds — and where the firm's memory actually sits.
- What a feed isA timeline that attaches to the record, not to the person. The memory of the system.1 min read
- Organisations, people and seatsOne person can hold a role at several organisations. A seat is what makes that possible.1 min read
- Individual clientsWhen your counterparty is a person rather than a company — and what "promote" actually does.1 min read
- The organisation pageSix tabs, honest counts, and the badge that says something is waiting for your decision.1 min read
- Create an engagementService, stage, lead and team — and where the title comes from on its own.1 min read
- Notes, replies and decisionsThe three things you write into a feed, and how they differ in practice.1 min read
- Voice notesA minute of talking instead of five of typing — and what happens if transcription fails.1 min read
- Delete a contact or a clientWhat blocks a delete, why, and how to clear it in one pass.1 min read
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