When the person who knows the rep is on holiday, the rest of the business should not stop.
Roles, not just names
Knowing someone is the account manager rather than a general inbox decides whether you call or email, and how long you wait before escalating.
Notes that survive turnover
What was agreed, what went wrong last time, who to escalate to. Written down, the knowledge stops being a single point of failure.
Frequently asked questions
- How is this different from my phone contacts?
- It is shared with your account rather than a device, it carries company and role alongside the name, and it has a notes field for the context that phone contacts have nowhere to put.
- Can I search across all fields?
- Yes. One search field matches on name, company, role, email, phone and notes at once.