Contacts
Being a platform built around customer feedback, Timebook offers a set of CRM features designed to help researchers and account executives manage user data and provide a quick way to access associated work items and objects.
People
The People tab is a registry of contacts with whom you have a business and/or product-related relationship.
A contact can be:
Linked to insights and opportunities.
Set as customer in feedback tickets.
To add a new contact, click the button in the top-right corner:
Contact card
The contact card offers a standardized set of properties recognizable to anybody working on a customer-facing position. It also hosts tab with all items to which the contact has been connected to.
A contact can be added to a company or a persona during contact creation, or by editing the properties by clicking the button in the top-right corner:
Companies
In their structure, companies are built in the same way as contacts, the main view being the list of existing companies. You can add companies with the button in the top-right corner, and adjust the way companies are listed with the 'Manage view' buton:
Company card
Similar to contacts, the company tab also hosts a series of tabs: from the overview with the company details, to tabs holding items assigned to any user in the company.
To assign a contact to a company, click the edit button and select them from the list.
Personas
Personas are semi-fictional, research-based profiles that represent a typical or target customer or user of a product or service. In terms of Timebook mechanics, personas act like a superset for job positions, just like projects are containers for work items.
Persona card
The persona card follows the same pattern, collecting the list of the assigned people together with every item and object to which they were connected. Here we can see the tab with the interviews conducted with all people labeled Product Managers:
To add people to an existing persona, click the button in the top-right corner:
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