Quickstart: Add your first contact

Updated October 31, 2026 · Applies to Rolodex ONE 1.34

In this quickstart, you add a contact, log a call with them, and set a follow-up. It takes about 5 minutes.

Prerequisites

  • A Platform ONE account with Rolodex ONE. See Sign in.

Add a contact

  1. In the menu, under Workspace, select Contacts.
  2. Select Add contact.
  3. Enter their First name, Last name, Email and Company, and then select Save.

Log a call

  1. Open the contact.

  2. Under Timeline, select Call.

  3. Enter what was said, and then select Add to timeline.

    A contact's page, with their details, follow-ups and timeline

Set a follow-up

  1. Under Follow-ups, enter what to do in Follow up, and choose the Due date.
  2. Select Add follow-up.

On the due date, you get a notification. Your open follow-ups are also at the top of Contacts, under My follow-ups.

Next steps