2.2 · People

See the whole story before each call

Problem

You have a call in ten minutes and can’t remember what you promised.

Steps

  1. Open their LinkedIn profile or company website.
  2. If the Humble icon is green, you have notes or tasks for that page. Select it.
  3. Read your last notes and any linked task.
  4. For more, open the Progress timeline and filter by the person.

Test What did they say last time, and what did you promise?

Result Every call starts where the last one ended.

Up next · 2.3

Take notes beside the call, and end with owned next steps

Next steps leave the call with an owner.

Previous: 2.1Back to People

Recommended

  • Help centre

    Why is the Humble icon green?

    The Humble icon turns green when you have notes for this page or site, or a task linked to this page.

  • Help centre

    How do I see everything about someone?

    On the Notes page, filter by the contact. On the Progress timeline, filter by the person.

  • Use case

    Check a company before a call

    Open a company’s website. If they are in HubSpot, Airtable or Notion, the Humble icon turns green and shows what you know. You do not need to log in to your CRM.

Want to try it yourself first?

No setup project and no commitment. Use Humble with your next client and see whether having your people, notes and plan in one place makes the work easier to hold.

Get started