Your People

A contact's timeline

Open a contact and you've got their whole history in one scroll — every meeting, task and note ready before you call.

8 steps, in order

Every part of the screen, written out beside you — and the same guide as a PDF to keep.

Questions

Where do the items in the timeline come from?+

It merges your logged interactions, tasks linked to the contact, and emails waiting for review into one feed, newest first.

How do I edit a contact's details?+

Click any field — name, job title, email, status or notes — edit it inline and it saves straight away. No separate edit mode.

How do I fix the company on a contact?+

Click the Company field and pick an existing company or type a new one. Re-linking keeps the contact and the company record in step.

Can I use this page to prepare for a meeting?+

Yes. Scrolling the timeline and the personal notes gives you the history at a glance. It's designed to assist, not replace your professional judgement, so read the context before you decide your approach.

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Try it yourself — join RepBud

RepBud is designed to assist, not replace, your professional judgement.