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Folders

Group related calls and ask across all of them at once.


Six calls with the same client, spread across three weeks. The detail you need is in one of them, but you do not remember which. Put those calls in a folder and ask the folder. The answer comes back drawn from all six.

Keep a client, a project, or a deal in one place

Group related calls into a folder. One for a client, one for a project, one for a deal. Drag folders to reorder them so the ones you touch most stay at the top.

Folders
Folders
A folder holding every call for one client.

Leave yourself a note on each folder

Each folder carries a note. Use it for the context you want to keep next to the calls, the state of the deal, what to raise next time, whatever you would otherwise lose.

Ask across every call at once

The useful part is folder-scoped Ask. Ask one question and the answer is drawn from every call in the folder, not just one meeting.

Ask the folder, not the meeting

When the detail could be in any of several calls, ask at the folder level. You get one answer from all of them instead of opening each meeting to hunt.

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