Start with the records you are permitted to manage
A CRM is most useful when each record has a clear purpose. Add the professional contacts you work with or have a lawful reason to manage, then keep the fields focused on useful business context.
- Open Contacts in your LinkAvro workspace.
- Add a contact manually or import a CSV with the fields you need.
- Review names, companies, roles, links, and tags before saving.
- Search or filter the saved records when you need a specific relationship.
Keep records useful and proportionate
Use notes and tags for professional context, not as a place to collect unrelated personal details. Keep records accurate, remove contacts you no longer need, and honor requests to stop using someone's information.
Export when you need a copy
Workspace exports help you retain a copy of the professional records you manage. Treat exported files like CRM data: store them securely, limit access, and delete copies you no longer need.