Manage contacts and follow-ups

Before you start

The correct Workspace and information the person has shared with you.

Step by step

1. Open Contacts and add the person’s name and relevant company, role or relationship.
2. Link the contact to an Opportunity when the relationship belongs to a specific hiring process.
3. Record available contact information and an intended follow-up date. Use the follow-up view to review scheduled outreach.
4. Send messages yourself, then update the contact or Opportunity notes with the result and next step.

Expected outcome

Relevant people and planned follow-ups stay connected to your search.

Troubleshooting

• A follow-up date is a reminder in Roleway, not an automatically sent email.
• Check the current Workspace if a contact seems missing. Avoid creating duplicates for the same relationship.

Create with Agent

You can also choose Contact under Agent → Create. Confirm the Workspace, name, relationship and optional Opportunity, then review and approve the details. Agent checks for likely duplicates and never sends messages. See [Create with Agent](/help/agent-create).