Your People
Your contacts
Your contacts page keeps your partners in one place and quietly flags who's gone quiet — here's how to work it in a minute.
8 steps, in order
Every part of the screen, written out beside you — and the same guide as a PDF to keep.
Questions
What do the coloured dots and day badges mean?+
They show how recently you've been in touch — Active, Check in, Due a call, Gone quiet, Reach out, Gone cold, and No contact yet for anyone with no history — so you can see who's slipping without opening anyone.
Do I have to fill in each field to add a contact?+
No. Only first name is required; you can add the job title, company, email and mobile now or later from their page.
How does scanning a card work?+
You snap or upload a photo of the card and Your RepBud reads the details into the New contact form. It's designed to assist, not replace your professional judgement — so check the fields before you save.
Can I search by company, not just name?+
Yes. The search box matches names, companies and email addresses, so a company name pulls up the people linked to it.
How do I add a RepBud connection to my contacts?+
Open their profile and choose Add to Contacts. The profile then shows In your contacts with a link to their contact card, and Reach's "RepBud connection" filter includes them.
RepBud is designed to assist, not replace, your professional judgement.