In this article, you will learn how to manage your contacts, including editing them, adding notes and tasks, integrating with your email and downloading LinkedIn profiles.
Prior to reading this article, make sure you know how to exchange contacts and capture contact information and leads. You may learn more via this post
Viewing and editing your contacts
You may find your latest contacts under the Home in the navigation bar.
There will be a section called Recent contacts. There, you may select a particular contact, or click on View all contacts to view all contacts you have saved.
Once you select a particular contact, you will be able to see the associated contact details.
In case you need to edit the contact: click on the 3 dots >> edit contact >> make any changes you need.
Adding notes and tasks to a contact
How to add a note
- Once you select a contact, click on Relationship Science
- Under the General tab, click on Create
- Select New Note
- Fill in all appropriate info, and once ready click on Done. You may even record a voice note by enabling the voice to text setting on your phone (see mic at the bottom right)
Private notes
If a note is marked as Private, the following will happen:
- If you are part of a team with whom you share contacts and notes, that note will not be shared and you will be the only one able to view it
- In case of having an active CRM integration, the note will not be synched with the CRM
Editing a note
After you click on a note to make a change, you need to manually save it:
- Click on the 3 dots at the top right
- Click on Save
How to add a Task
- Once you select a contact, click on Relationship Science
- Under the General tab, click on Create
- Select New Task
- Choose a date from the proposed or a custom date
- Fill in the appropriate info, and once ready click on Done.
Whenever a task become due, you will get a notification in KADO!
Editing a task
After you click on a task to make a change, you need to manually save it:
- Click on the 3 dots at the top right
- Click on Save
Reviewing your notes and tasks
- You may check all notes and tasks created for a particular contact under Relationship Science – General tab
- You may also check your latest and upcoming notes and tasks under the Home.
- REMEMBER: when a task become due, you will get a notification on KADO, so ensure you activate notifications!
Other contact options
Integrate with your email and calendar provider
KADO allows you to integrate with your email and calendar. For each contact, you will be able to check all your past conversations, and past and upcoming meetings!
This is a great way to quickly catch up with relevant information ahead of a new meeting with your client.
Download LinkedIn profiles
Under Relationship Science > Social tab you will be able to link a particular contact to a Linkedin profile, and to download their profile information!
You may learn that you went to the same high school, college or that you share professional experience!