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Guide 7 of 10

Contacts and the buying committee: coverage, warm paths

Two contact books, kept firmly apart: the people you know, and the wider roster Diggr knows — so you can see who on the buying committee you still need to meet.

Contacts

Try it now

People & tools → Contacts in the menu.

What you do

  • Pick a view at the top: all your contacts, those at your mission's companies, those you were in touch with in the last 30 days, or the ones you opened lately. Each tab shows its exact count, and the one you were on is kept.
  • Search by name, company, role or email, Filter by company, Sort, or Export the view as a spreadsheet, every person in it.
  • Tick people, or the whole view, to export or hide them; up to 500 are hidden at a time. Hiding keeps everything, and Undo puts them back.
  • Hover a row to write to the person, make a task about them, open their card on the right, or hide them. A title, an email or a phone number is corrected on that card.
  • Press a grey mark in the Reach column to add a missing email, mobile or LinkedIn link, right there.
  • Press Find new people to search every named person Diggr holds inside the companies it covers.
  • Press + Add contact to type someone in. The form opens on the right, with your list still in view, and it is the same form wherever you add a person: a company's people, the Capture box, a call you are logging or a task.