After a few recent conversations, go online to PeoplePrimer and log key takeaways.
Your notes can be organized by tagging people according to the community.
Before your next interaction, filter profiles by your tags and skim notes to jog your memory. By recalling past conversations, you can confidently and proactively follow up with everyone!
You can create custom fields that matter to you.
Our bulk contact uploader allows you to get started quickly.