for keeping track of friends, colleagues and contacts

Contacts

<aside> 💡 The ‘new person’ template can be used to enter details, likes and dislikes and possible gift ideas! Feel free to adjust the ‘status’ formula, and anything else, as you like.

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How this template works

You can delete this once you get the hang of it!

We used this formula in the Status column of the table above.

if(dateBetween(now(), prop("Last Spoke"), "months") > 3, "Time to reach out!", "👍")

If more than 3 months have passed since the last time you contacted the person, you'll see "Time to reach out!" appear next to their name.

• Edit the number 3 to change the time range for outreach.
  • Change the message that appears by editing "Time to reach out!" or the "👍"

Other cool things about this CRM

• Click All Contacts at the top left of your table to view your people different ways — like just your professional contacts, or just your college friends.
• Hover over anyone's name and click ⤢ OPEN to open an entire page about them where you can store their address, favorite dessert 🍰, or any other relevant info!