Introduction
Efficient communication and coordination are key to maintaining strong relationships with investors, partners, and team members. Foundercrate's Shared Access feature allows users to access comprehensive details about their contacts, including personal information and schedules.
This functionality simplifies scheduling and ensures that you can plan meetings and interactions without any hassle. In this guide, we'll walk you through the steps to access and view contact details and schedules within Foundercrate.
Accessing Contact Details: A Step-by-Step Guide
Step 1: Navigating to the Contacts Module
In the Shared Access module, you will find the option 'Contacts' at the top. Click on this option to view your contact list. This will display all your saved contacts on the screen.
Step 2: Selecting a Contact
To access detailed information about a contact, click on the contact's name. This action will open a new window where you can view comprehensive details about the selected contact.
Step 3: Viewing General Information
In the new window, you will be able to see general information about the contact, including:
Name: The contact’s full name.
Company: The organization they are associated with.
Location: The contact’s city and country.
Email Address: Their email address for communication.
Phone Number: Their contact number for direct calls or messages.
Step 4: Accessing the Contact's Schedule
To view the contact's schedule, click on the 'Meeting' option at the top of the contact detail window. This section provides an overview of the contact's availability, helping you to plan and schedule meetings efficiently.
Conclusion
Foundercrate’s Shared Access feature is designed to streamline your communication and coordination efforts by providing detailed information about your contacts and their schedules in one place. By following these steps, you can easily access and manage contact details, ensuring hassle-free communication and efficient scheduling. Leverage this feature to enhance your relationship management and make your business interactions more productive.