PEOPLE & PRIVATE MEMORY

Add someone manually

Save a person with the context you already know.

Open Me → People → New connection to add someone without waiting for them to join Cresca.

How to do it

  1. 1

    Start a new connection

    Open People and choose the add action.

  2. 2

    Enter name and email

    These identify the person. Add title, organization, and phone when helpful.

  3. 3

    Add a private note

    Use Notes for where you met, what matters, or what you want to remember.

  4. 4

    Choose Save or Save & send invite

    Save keeps the person private to your network. Save & send invite also contacts them.

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