👥 Biz Contacts

    What is it?

    This is a pretty traditional addressbook where you can keep all. your business contacts in one place. You might use this for clients, but if you have a CRM then you might focus more on managing your own team, collaboration partners, and other non-client business contacts.

    How do I use it?

    This is pretty simple! Input all of your contacts so that you have them all in one place and can easily be shared with your team!

    👥 Biz Contacts

    There is a default list of contact types already created for you, but you may need to customize this list to your business. Here's a tutorial on how to do that specifically!

    Create New Contact Type

    Usability Checklist

    Have you done all of this?

    1. Input all of your business contacts

    2. Created new types as needed

    How do I print it?

    Print View

    How do I share it?

    For anyone that you want to have access to this information, whether personal or business, you'll share the "Operations" interface with them.

    How to Share an Airtable Interface and Manage Access
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