Manage your Contacts
Rolodex has features to help you manage your contacts’ details, contact information, and more!
With Rolodex, you can easily visualize and comprehend the geographical distribution of your network. Simply import your contacts or sync from LinkedIn, and Rolodex will map them based on their specified locations or addresses.
How it works:
Moving around the map will change the list of contacts to the map. The map view is only available on the web/desktop app, and will also populate on LinkedIn location values. A few other notes notes:
- See Nearby Contacts: From a contact screen: click on a contact’s location to view them in map view.
- Contacts by Location: Write in a Location in the map and see all of your contacts in that location. Perfect when out traveling!
- Map View Refresh: when locations are edited from the map view, you may need to refresh the map view to see changes updated appropriately.
With Rolodex, you can easily visualize and comprehend the geographical distribution of your network. Simply import your contacts or sync from LinkedIn, and Rolodex will map them based on their specified locations or addresses.
How it works:
Moving around the map will change the list of contacts to the map. The map view is only available on the web/desktop app, and will also populate on LinkedIn location values. A few other notes notes:
- See Nearby Contacts: From a contact screen: click on a contact’s location to view them in map view.
- Contacts by Location: Write in a Location in the map and see all of your contacts in that location. Perfect when out traveling!
- Map View Refresh: when locations are edited from the map view, you may need to refresh the map view to see changes updated appropriately.
Within Rolodex, you can organize and manage your contacts in customizable stages. Move contacts and companies through a tailored workflow that fits your needs—whether it’s tracking deals, job applications, client engagement, or outreach efforts. The board view enables you to create and arrange stages, drag and drop cards to update statuses, and maintain real-time visibility for your entire team.
Setting Up a Board View
Prepare a List of Contacts or Companies
Boards are created based on a list. You can either create a board view for an existing list or create a new one. Contacts can be added or removed from the list and board at any time.
Select a Custom Field
The assigned property within the custom field determines a contact’s position in the board view. You can use an existing custom field in your workspace or create a new one. Add stages to the custom field under “Options.”
The custom field must be single-select to be used in a board.
Your Board View is Now Live
Assign properties to contacts and watch them automatically move into different stages. You can also drag and drop contacts to their designated stages. Any updates made in the board view will automatically update the custom field value for that contact across the entire workspace.
Easily create tasks related to either a contact or a company within Rolodex. Assign these tasks to yourself or any team member and set due dates. With Rolodex being a collaborative space, this ensures smooth management of your team’s relationships by clearly tracking responsibilities and deadlines, keeping everyone aligned.
Add tasks on a contact
On a contact you can click on “Action” and from there click on “Add Task”
Write your task
Write the content of your task, set a due date, add tags and add related contacts.
Assign the task
You can assign a task either to yoursef or any of your team members collaborating in the workspace with you.
View all tasks from the home page or within the task manager. Here, you can not only track your own tasks but also gain a complete overview of your team’s tasks, allowing for effective coordination and seamless collaboration.
Rolodex allows you to send emails directly from within the platform—so you can stay in touch with key contacts without switching tabs. Whether you’re following up after a meeting, reconnecting with an old contact, or reaching out to multiple stakeholders, Rolodex brings communication into the same place where you manage your relationships.
To send an email from Rolodex, the contact must have an email address stored in their profile. Make sure the email field is filled out before composing your message.
How to send an email from Rolodex
Navigate to the contact you want to email
You need to send an email from the contacts profile page.
Make sure that you have that contacts email stored under “Emails” on the profile.
Enter the "Action bar" and click "Compose email"
Write your email
If you’ve connected multiple email accounts to Rolodex, you can choose which one to send from when composing your message. Just select the preferred sender address from the dropdown in the email composer.
Rolodex Org Charts help you visualize the hierarchy within companies you’re targeting, clearly identifying relationships and key stakeholders. Quickly understand your team’s connections at different levels and leverage these insights to accelerate deals and strategic communication.
Creating an Org Chart
Navigate to the page of a company
Org charts have to be created on a stored company page in your Rolodex workspace.
Click the “Org Chart” tab
Add contacts to your Org Chart
You dont have to add all contacts from the company into the org chart. Only the ones you want to visualize.
Connect contacts to indicate reporting lines and organizational structure