Doc Instructions

Personalizing your CRM

You can add fields in the

People⁠

table for other pieces of data you want to track. For example, you can create a column for email address, LinkedIn profile, phone number, company, etc.

Pro mode

Sync your

Google Contacts with Packs⁠

. Then use the Contacts table as your people table.

Sync your

Google Calendar with Packs⁠

. Then you can attribute meetings to people.

Send reminders if you haven't met with someone after a certain time

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.