Notes & tags

Notes are how you remember the context that isn't in anyone's inbox — what you discussed, what they're looking for, who to keep them away from. Open a contact and add a note from their detail panel.

• Give a note a type — general, meeting, or call — so you can tell at a glance what it captures.
• Notes appear in the contact's activity timeline alongside meetings and emails, newest first.
• You can edit or delete any note you've added.

Just got out of a meeting? Tap the microphone and dictate the note instead of typing. NetworkOS transcribes what you say into the note so you can capture context hands-free while it's fresh.

Tags are a flexible way to group your network however you think about it — "portfolio", "LPs", "warm intros", "met at summit". Each tag has a name and a color, and an optional description so its meaning stays clear over time.

• Create and edit tags as you go, or manage them all in Settings.
• Apply one or more tags to a contact from their detail panel.
• Filter the contacts list by tag to pull up everyone in a group.

Select multiple contacts on the contacts page and apply — or remove — a tag across all of them at once. This pairs well with a search or import: find or bring in a batch, select them, and tag the whole group in one action.

Working with contacts · Tasks & follow-ups · Settings & billing (manage all your tags)