Docs · People
People, companies and notes
Every person has a page holding what has happened with them and what you have written down about them. They are also grouped by employer, read from the headline each person writes about themselves, so you can answer "who do I know at Tesco" rather than only "who do I know".
The account map
The company is read out of the headline your connections already carry, which arrives free with the connection sweep and costs no profile views. It is only ever as good as what people write about themselves: somebody whose headline is a job title with no employer in it will not be placed, and somebody who has moved on without updating their profile will still show under their old employer.
It is deliberately cautious. A company it declines to guess is better than a wrong one, because a wrong one puts somebody on an account they have nothing to do with. People it could not place are listed too, rather than quietly left out of the totals.
Notes
Everything else on a person's page was observed or generated. A note is the thing you actually know: that they are re-tendering in the new year, that the real decision maker is somebody else, that they asked to be called back in March. None of it can be worked out from anywhere, and all of it is lost the moment it is not written down.
Notes are dated and carry the name of whoever wrote them, so on a shared workspace it is clear who learned what and when. Anybody in the workspace can edit any note, because a note is a shared record of an account rather than private correspondence.
Met at the NEC show. Re-tender opens January, decision sits with Priya not him. Wants a call after the new year, not before.
Where notes appear
On the person's page, and in the panel beside a conversation in the inbox. The second is where they earn their keep: the moment a note matters is the moment you are about to write to somebody.
Notes on a person in the help centre
Last reviewed 2026-09-07. Something wrong or missing? hello@outreachconvert.com