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Contacts

Contacts (page title: People Tracker) is your list of recruiters, hiring managers, referrals, and other people you meet while job hunting. Open a row to edit details, set follow-ups, and keep notes.

Contacts overview

  1. Add Contact - open the create form.
  2. Filter cards - All Contacts, Recruiters, Hiring Managers, Referrals, Networking. Click a card to filter the table.
  3. Contact row - name, title, company, email, phone, and follow-up status. Click a row (or use the row menu) to open the contact.

How to use​

  1. Open Contacts from the sidebar under Track (People Tracker).
  2. Use Search contacts... or a filter card to narrow the list.
  3. Click Add Contact to create someone new, or click an existing row to view/edit.
  4. On the form, fill name, email, company, and LinkedIn, then Create Contact or Save Changes.
  5. Use follow-up dates so due contacts surface in the Follow Up column.

You can also link people from a job in Pipeline.

Edit a contact​

Edit contact

  1. Basic Information - first name, last name, email, phone.
  2. Professional Information - job title, company, location.
  3. Professional Links - LinkedIn and Twitter. Additional Information (source and notes) sits below; Save Changes is at the bottom of the form.

Add a contact​

Add contact

  1. Basic Information - required first and last name; email and phone are optional.
  2. Professional Information - title, company, location.
  3. Create Contact - saves the person (Cancel exits without saving).

Source can be Manual Entry, Browser Extension, LinkedIn, Referral, Event / Conference, or Other.

Tips​

  • Prefer real emails over placeholder LinkedIn emails when you have them.
  • Keep follow-ups current so Due Now does not pile up.
  • Pair Contacts with Networking when you need outreach drafts for a company or role.