Reviewing Pending Contacts from Meetings
Learn how Jamy captures potential contacts from meetings and how to approve them.
Written By Jamy
Last updated 5 days ago
How Pending Contacts work
Jamy may create contact records from recent meeting participants. These are placed in Pending status so your team can review them before adding them to the active database.
The Home page may display:
N Pending Contacts
Available actions include:
Review
Accept All
Discard All
Review pending contacts
Select Review from the Home page, or go to Contacts.
Select Pending.
Review the person’s name and contact details.
Select ⋮ beside the contact.
Choose Approve, Edit Contact, Archive, or Delete.
Accept contacts in bulk
Select multiple pending contacts.
Select Approve.
You can also use Accept All from the Home page to approve all pending contacts.
Discard pending contacts
Use Discard All if you do not want to keep the pending records.
Review the list first. This action may include participants you want to retain.
Recommended review process
Before approving a contact:
Confirm their name.
Check the email address and phone number.
Add company and job title if known.
Check for potential duplicates.
Add relevant relationship context or tags.
Approve the contact.