Your pages
What each page in the app is for.
Every page is listed under the name the menu uses.
Contacts
1
People in your network
Everyone you have brought in, searchable and filterable. Open a name for their full record, your notes and your last touch with them.
2
Where each detail came from
A small badge beside a name, role, company, email, phone or LinkedIn link says how fresh it is: Fresh, Ageing, Stale or Never verified. Tap it to see the source, how it was found, the date and how sure we are (Registry, Confirmed, Matched, Read from page, Inferred or Imported). A detail with no check on record shows Imported, not verified. If no badge appears, nothing is wrong: it means no record of where that detail came from is available yet.
Companies
1
Companies in your network
The organisations your people work for. Open one to see who you know there.
Connection flow
1
Every relationship, by stage
Your relationships laid out by stage, so you can see who is warming up and who has stalled.
Choose who to reach
1
Tick the companies you want an introduction to
Companies from the people you have already added, best fit first. Tick the ones you want, search to add anyone we have missed, then save. Your ticks go into your Target companies list. Nothing is sent to anyone from this page.
Paths to decision makers
1
Your route to each company you want to meet
For each company on your target list, who in your network can introduce you, drawn as a map. Nothing is sent from here.
Introducers
1
The connection partners who can introduce you
Which connection partners know people who fit your targets. You can ask each to screen those people; nobody is contacted without their agreement.
Ask your intelligence
1
Speak or type, we write it back
Tell Eric what happened after a call or meeting, by voice or text, and it is written back to the right record for you to check.
2
Your chats are kept
Talk to Eric remembers your conversation in every tab, window and device you sign in on. Past chats lists your earlier conversations with their date, and New conversation starts a fresh one without losing the old.
Research library
1
Research documents for your workspace
Every research document in your workspace, with who wrote it and when. Search by title, firm or topic, and open one to read the full text.