Step 1 — Add your first contact
Go to Add Contact and enter the basics.
Step 2 — Add a note
Record something meaningful:
- How you met
- What they need
- What you promised
- What to follow up on
Step 3 — Set a follow‑up
Choose a date to reconnect.
Step 4 — Add tags
Examples:
- Client
- Lead
- Networking
- Vendor
- Family
Step 5 — Check your Follow‑Ups daily
This becomes your simple workflow.