Contacts
Manage contacts, view their profiles, and keep track of meeting history and follow-ups.
- What Are Contacts?Jamy’s Contacts feature helps your organisation build a shared record of the people you meet and the relationships you want to maintain. Instead of keeping names, meeting notes, and follow-up information across different tools, you can store them in a Contact Profile connected to Jamy’s meeting and engagement features.
- Creating and Editing ContactsLearn about the different ways contacts can be added to Jamy and how to update their information.
- Searching, Filtering, and Organising Contacts Learn how to quickly find people in a large contact database.
- Reviewing Pending Contacts from MeetingsLearn how Jamy captures potential contacts from meetings and how to approve them.
- Adding Notes and Contacting PeopleLearn how to add relationship notes and contact someone directly from the Contacts page.