How to turn every introduction into a contact record you can actually use
The intro message has the name, title, email, phone and context. Most of it never leaves the chat. Here is a simple habit that fixes that.
Why introductions matter most
A good introduction answers every question a contact record should: who the person is, where they work, how to reach them, who vouched for them and why you should talk. No database you buy will be as accurate.
Yet most dealmakers leave that information in the chat. Six months later, finding the email means remembering which app the intro came through.
A five-minute habit
Capture on the day
Record the details the day the intro arrives, while you still know which message it was.
Keep the source
Save a link to the introduction itself. When a detail looks wrong later, the source settles it.
Record who made the intro
The introducer is often the most valuable contact in the chain. Note them on the record.
Correct in place
People change firms and numbers. Fix the field when you learn something new rather than starting a second record.
How Merger handles it
In Merger, names, emails, phone numbers and company details shared in an introduction can become Rolodex fields, with the message they came from available to check. You can correct any field, and the Rolodex sits beside your DocuSign templates when the paperwork starts.