Welcome to Workd! Whether you’re tracking deals, managing your fundraising pipeline, or trying to stay on top of your network – you can build out the perfect workflow in Workd.

There are a lot of things you can do in Workd but this article will focus on how to get started managing your contacts and building out your workflows.

The basics

• A contact is a person or a company. Contacts are either synced from your email or manually created by you and your team
• An Item is an asset or products. Items can either be uploaded from a CSV file or manually created by you and your team

Contacts

Syncing your email and calendar