Adding new contacts

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To add a new contact to the platform, click the add new button and type in the name and/or position of the person. For common names, adding company name helps narrow down the search.

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Lists and folders

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To organise the contacts, it is helpful to create lists and folders. Typically our customers have a dedicated folder to M&A advisers and Due Diligence providers, functional specialists (tax, finance, etc.) and portfolio companies.

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Copy/paste events

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Right clicking on a given profile or a group of profiles allows to copy or move them across lists, which is helpful for organising them into coherent groups.

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Relationship intelligence view

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To see the last time you or a colleague of yours have spoken to an individual, turn on the relationship intelligence functionality which syncs email and event data on period basis

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