- Step 1: Sign up on the Folk website or log into your account.
- Step 2: Integrate your email accounts, calendars, and other applications.
- Step 3: Import contacts from LinkedIn, Gmail, and Outlook.
- Step 4: Use the advanced search and filtering options to organize your contacts.
- Step 5: Add notes and track the history of interactions with your contacts.
- Step 6: Visualize account-level data by linking people and companies.
- Step 7: Leverage CRM features for marketing campaigns and client follow-ups.