Welcome to the Networking Directory, your all-in-one solution for managing professional connections. This guide will help you get started, customize the template, and leverage its features to maximize your networking efforts. Plus, you'll learn how to connect this template with other databases for enhanced functionality.

1. Adding New Contacts

• Step 1: Click on "New" in the dashboard.
• Step 2: Fill out the properties for each contact:
  • Name: Enter the contact's full name.
  • Company/Organization: Specify where they work.
  • Position/Role: Note their job title.
  • Contact Information: Include email, phone number, LinkedIn, or other relevant details.
  • Date Met: Log the date you connected.
  • Meeting Context: Document how and where you met them (e.g., event, webinar, or referral).
  • Tags: Add custom labels (e.g., Investor, Partner, Client).
  • Follow-Up Status: Choose a status (e.g., Pending, In Progress, Followed Up).
  • Follow-Up Date: Schedule your next Follow-Up with this contact.
  • Last Interaction: Record the most recent conversation or action taken.
  • Opportunities: A property to note potential collaboration, business opportunities, or mutual benefits.
  • Connection Strength: Evaluate the relationship's strength.

2. Navigating the Template

• Use the pre-built views for easy navigation:
  • All Contacts View: A complete list of your contacts.
  • Recent View: Filtered to show the most recent additions.
  • Follow-Up View: Focus on contacts that need attention.
• Create custom filters or groups to organize by Tags, Follow-Up Status, or Meeting Context.

3. Tracking Follow-Ups and Interactions

• Update the Follow-Up Status regularly to reflect your progress.
• Record details in the Last Interaction field after calls, emails, or meetings.
• Set Reminders: Use Notion’s @mention date feature or integrate with tools like Zapier to automate reminders for follow-ups.

4. Connecting the Template with Other Databases

Enhance the template's functionality by linking it to other databases, such as Events, Companies, or Tasks.

Step-by-Step: How to Connect with Other Databases

• Step 1: Create a Related Database
  • Examples:
    • Events Database: Track networking events, conferences, and webinars.
    • Companies Database: Store information about the organizations your contacts work for.
    • Tasks Database: Schedule follow-ups or tasks related to contacts.
• Step 2: Add a Relation Property
  • In the Networking Directory, click on “+ Add a Property” and select Relation.
  • Link this property to the relevant database (e.g., Events, Companies, Tasks).