When is a contact pipeline enough?
Use a contact pipeline when you need to see where each relationship stands. If one company is considering two separate purchases, use separate Deals so each can have its own stage. folk lists Deals on Premium.
Can a teammate see what they need to do next?
Attach a task with a due date to the relevant person, company or deal. You can assign it to a teammate who already has access to that record. folk’s Tasks guide says the creator and assignees can see a private task.
Keep sensitive notes separate. A shared contact note can be visible across the groups where that contact appears.
What should you price before inviting the team?
folk prices Standard and Premium per member, with monthly and annual billing. Its two-week trial starts with Premium features. Check whether the plan you intend to keep includes Deals and the conversation history you need.
What leaves folk in a view export?
The view’s columns and filters shape the CSV export, which supplies separate contact and note files. folk lists interactions, tasks and custom contact fields among the exclusions. Write down what you would need to carry over separately, including open tasks.
How would you track a partner introduction?
Use paper and a fictional inquiry. Leave inboxes and integrations disconnected and send no messages.
- Draw the recordsWrite one contact card for the person who offered an introduction.
- Hand off the next stepPut “confirm who should join the call” on an assigned task with a due date. Ask a teammate which contact and next action they see.
- Sketch the exportWrite the contact and notes on one sheet and open tasks on another. Check that the second sheet identifies the right contact.