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Contacts

Contacts is your directory of sources — the people your organization interviews, quotes, photographs, or otherwise features in content — rather than a general-purpose CRM. It combines a searchable directory with a coverage and gap-analysis tool, plus an entry point into Media Pitch (available with the Outreach pack).

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What it’s for

A person’s record tracks their relationship to your organization over time — for example, someone can move from student to alumni, and Contacts keeps that history. Once a student’s graduation year has passed, they’ll automatically show as Alumni.

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What you can do

  • Directory — browse, search, and filter by type, student status, class standing, graduation year, or org unit. Create, edit, or deactivate a contact.
  • Contact detail — see type-specific fields, any named reference links you’ve added, a full Card History of every card they’ve been attached to (tagged by how — interview, quote, photo or video shoot, on-screen talent, source, or reviewer), and their formal Contributions (authorship or review credit on completed work).
  • Coverage View — a college-to-department breakdown of contact and card counts, with a “See Gaps” toggle that surfaces under-covered areas. This is a source-diversity tool, not an outreach tracker, and it’s read-only for everyone.
  • Pitch Story — if your plan includes the Outreach pack, you can pitch a published story to one or more contacts directly from here: a toolbar button lets you start from scratch, or you can pitch a single contact straight from their row. See Media Pitch for the full walkthrough.

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Good to know

You’ll run into the word “pitch” in three unrelated places in the app: someone submitting themselves as a source through a public intake form (see Portals), someone submitting a story idea onto a board for your team to consider (covered in Kanban), and your team pitching a published story out to press contacts (Media Pitch, above). They share a name and nothing else.

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Permissions

Any signed-in team member can create, edit, or add a link to a contact. Deactivating a contact or removing a link requires Admin or Manager access.

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Connections to other features

Cards attach to contacts with a note on how they’re connected — this is the same mechanism Kanban’s card view and Strategy’s Coverage tab both draw from. Opening a contact from within a campaign splits their history into “this campaign” vs. “other work.” Contacts submitted through a public intake form (see Portals) show up here once accepted.