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OnePage Networking

Some quick usability notes:
When entering information (e.g. during a call), we recommend hovering over a given row and clicking the small box with the diagonal arrows to view the row as an expanded box.
You can group your conversations with the specific goal you’re trying to achieve (and adjust/delete those under that goal’s group settings).
To use the Email or Calendar buttons, you’ll need to connect your Gmail account once so that Coda can access your Gmail or Google Calendar to perform those actions.
You can consider sorting the rows in unique ways, such as by those you’ve helped or by ways the meeting went, in order to best keep track of the connections that you want to continue to engage with.
If you haven’t already, look at the page to see how each column can be used.
My Conversations
0
Search
Goal
Helped
Score
First Name
Last Name
Phase
Scratchpad/Meeting Notes
Email Address
Request Meeting
Stay In Touch
Follow-Up Days
Follow-Up Reminder
Notable Tags
Meeting Themes
Meeting Rating
Personality Rating
Links About Them
Who should I intro them to?
Intro Email Address
Intro Reason
Draft intro request email
Goals/Working Towards
Passions, Interests, Hobbies
Ideas
Finding A Job
4
0%
Request Meeting
Email
Email
Calendar
GSTechRisk
Email
0%
Stay In Touch
Email
Email
14
Calendar
BlackrockSales
AdvisingCoaching
Caryn Johnson
Both are looking for roles in finance and work in financial services
Email
60%
Do Nothing
Email
Email
Calendar
StartUpsProductMgmt
AdvisingJobSearch
Email
0%
Hold Meeting
Email
Email
Calendar
GoogleCloudSecurity
Email
Becoming A Coach
2
Advising Start-Ups
2

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