People
People is your own list of the owners you talk to. Each person has a status, a next step, a follow-up date and notes. You can type the details yourself or tell the assistant what happened.
On this page
What People is
People is your own list, like a simple contact book for your business. Only you and Colby can see it. Colby's staff view of it leaves out phone numbers and email addresses.
Everyone you send Colby, and everyone who signs up through your link, joins your list on their own with the details they gave. Once they are sent, their row shows Colby's progress next to your own status.
Board and list
The toggle at the top switches between Board and List. On a computer People opens as a board. On a phone it opens as a list. The search box finds people by name, company, city, phone, email or next step.
Board columns
| Column | Who is in it |
|---|---|
| New | People you added and have not talked to yet. |
| Talking | People you are in conversation with. |
| Waiting on them | People who owe you an answer. |
| Sent to Colby | Everyone you sent Colby who is still moving forward. Their card shows Colby's stage. |
| Not moving forward | People marked Not interested, and sent companies that stopped. Hidden until you choose Show not moving forward. |
List filters
On a computer the list filters are All, Follow up (due today or overdue), Not sent yet and Sent to Colby. On a phone they are All, Due today, Talking and Contract. Each person's row shows their status or Colby's stage and a follow-up chip, and a phone button if you saved a number. Tapping it calls from your own phone and reminds you to tell the assistant how it went.
Add someone
- Choose Add someone.
- Fill in what you know: name, company, phone, email, city and state, how many people work on their crews, status, a follow-up date and a next step. You need at least a name or a company.
- Choose Add to my list. The person opens beside the list.
You can also skip the form and tell the assistant, as below. Your list holds up to 2,000 people.
Log a note by typing or speaking
The box at the top of People says Tell your assistant what happened. Write the way you would text a friend. The assistant reads it and adds or updates people, notes, next steps and follow-up dates on your list.
- Type what happened, with the name, the company and when to follow up.
- Or tap the microphone and say it. The box shows "Listening. Say what happened." Tap the microphone again to stop.
- Choose Save it. It can take up to a minute.
- Read the reply. It lists each person it changed. Tap a name to open that person and check the change.
Example
A note that works well
Talked to the owner of a hotel housekeeping company across town. About 20 people on two crews. Wants to hear how the phones work. Call back Thursday.
The assistant keeps the last few things you told it, so you can add "Also, her email is ..." in a second message. Start over clears that and starts fresh.
- The assistant only changes your list. It never calls, texts or emails anyone, never sends anyone to Colby and never asks for a contract.
- If the reply says "Nothing on your list changed," add the person's name or company and try again.
- The microphone only shows in browsers that can turn speech into text, and it listens in English. If your browser asks, allow the microphone. If it was blocked, the portal says so and you can type instead.
One person's page
Choose anyone on the board or the list to open their page. On a computer it opens beside the list. On a phone it fills the screen. The X or the Escape key closes it.
| Part | What you can do |
|---|---|
| Status | Tap New, Talking, Waiting on them or Not interested. It saves at once. |
| Call, Text, Email | Open your own phone or email app with their number or address filled in. |
| Next step and Follow up on | Write the next step, pick a date and choose Save. Clear date removes the date. |
| Edit name, company and contact details | Opens the same form as Add someone. |
| Send to Colby | Shows until you send them. See below. |
| Notes | Type in "What did you talk about?" and choose Save note. Notes show newest first with the date, and "by your assistant" on notes it wrote. Each has Delete. |
| Delete from your list | Only for people you have not sent to Colby. It asks once before it deletes them and their notes. |
Set a follow-up
- Open the person.
- In Next step, write what you will do, such as "Call back about the pay."
- In Follow up on, pick the date.
- Choose Save.
On that date the person shows on Today under Needs you today, and People counts them in Follow up. The chip reads Follow up with the date, then Follow up today, then Overdue once the day passes. People marked Not interested never show as due.
Send someone to Colby
When an owner is ready to hear from Colby, choose Send to Colby on their page. The Refer a company form opens in Share with their details filled in. Check them, choose how Colby should reach them and send it. See Share and refer for every field.
After you send someone, their page shows a chip with Colby's stage and the date you sent them. Edits you make later stay on your list only. If their phone or email changed, tell Colby.
| Chip says | What it means |
|---|---|
| Colby will call them | Colby has them and will reach out. |
| Waiting for your introduction | You chose to introduce Colby first. Make the introduction, then let Colby know. |
| Colby is checking this one | They were already talking with Colby or came from someone else. Colby checks who referred them and tells you. |
| Talking with Colby | Colby made them a company and is talking with them. |
| Contract requested, Contract sent | A contract is being reviewed or is out for signature. |
| Getting set up | Colby is preparing their phones and start. |
| On hold | Things paused on their side or Colby's. |
| Signed, Recording | They signed. Recording means their crews have recorded hours. |
| Not counted as your referral | The company was credited to another partner. |
| Not moving forward | They stopped. They stay on your list, muted. |
Questions
Will Colby contact people I add?
No. Colby contacts someone only after you choose Send to Colby, or after they sign up through your link.
Can I undo a status change?
Yes. Tap the old status again on their page.
Why can't I delete someone?
You can't delete people you already sent to Colby, since Colby is working with them. Mark them Not interested to move them out of the way.
Does the assistant read my notes on other people?
It updates your list from what you tell it. It does not read Colby's records or contact anyone.