Find partners and build a team

Saved firms, tags and notes

Your running list of firms worth remembering, from anywhere in the app.

Tap the star on any firm to save it. Scanning a business card saves that person's firm for you.

• Phone: Saved, then Saved firms. Filter by name, tag or contact.
• Laptop: the star in the left strip. Search your firms and notes, group by tag, state or event, and show them on the map.

Open a saved firm to add tags and notes. Both are private to you and searchable.

On a laptop, removed firms sit under Recently deleted and can be restored.

Guide updated 10/19/2026.