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Create something similar to CRM

Feature Suggestions

I’d like one central location to store all of our contacts in. Employers, guest speakers, advisory board members-basically anyone we work with. I know you can add them under the appropriate categories (example: advisory board members with advisory boards) but I want them all in one area together.

Posted by Laura Nichols ·
Status: Awaiting Feedback3 comments

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Comments3

  • Cameron Kolick changed status to Awaiting Feedback
    Team•

    Apr 15

    Pinned

    Can we understand why all of these different types should be viewable in the same place? Employer contacts can already be linked to advisory board members so employers would be the source of truth there.

    • Laura Nichols

      •

      Apr 16

      We would like to have all of our contacts in one place. I did a sales call with School Links and they have a space to maintain industry contacts that can be coded as guest speaker, host an intern, advisory board, etc…they have customizable tags. We also need a place to track and communicate with our alumni, so something like constant contact that would allow us to share updates and request feedback after they opt in. This also exists in School Links, for reference.

      • John Lohr

        Team•

        Apr 21

        Hi Laura, if I understand you correctly, I believe we can already accomplish some of this, but I love to meet with you to determine what improvements can be made and to get a better picture of what your needs are. I’ll email you a meeting link that you can use to book a meeting with me to discuss this further. Thanks!