Using Reflect as a Personal CRM

okay let's take a look at how you might use reflect as a crm so let's just say you met a friend for lunch in this case i do met with

bracket bracket to do backlink jd ross for lunch and then i might write some call notes about the meeting okay

now you'll notice that reflectors created me this page and it does this because it knows that jd ross is one of my contacts and has pulled all this information in from my google contacts

you can see his phone numbers and emails in here and it's added the system level of person tag if you click on this person tag then you

can see all the people in your database so let's go back to jd here in the incoming backlinks you'll be able to see the ongoing notes whenever you meet him and they'll

just pop open incoming backlinks whenever you mention the jd ross backlink now we wait one might want to put his title in here and we might want to backlink that

co-founder and also company so the company that he works for is royal and he used to work for open door

okay so for both of these i'm going to go into these backlinks so if i just select this backlink and then do command and enter command return i can go in

here i'm going to create my own tag called company and i'm going to put in royal dot io as the domain name

and so this now corresponds to royal this page and if i go back i can do the same with open door company okay

so now if i ever want to see who works at open door i just have to go to my old notes maybe

i just go to company here or i can just type in open door here and then i can see that jd ross works at open door and the same things or used to work at

open all the same things goes with royal now one other thing i like doing here is putting people's locations in here as well so if we go back to people the code of jd

ross we can just do location austin texas is kind of the

the way that i like writing it so if this created this new note austin texas we're going to put location on here a

little hashtag custom hashtag and now this is a location so if i again if i go to my all notes and i go to

the custom tags location i can see austin texas in here and then i can see all my friends that live in austin texas and this is just a great way of when you're visiting a city seeing exactly

who's that