Latest Insights & Updates
Tips, tricks, and guides on managing business contacts at scale.
Vendor List Template: Free Vendor and Supplier Contact List
A free vendor and supplier contact list template for Google Sheets and CSV, with the 24-hour lines, account numbers and escalation contacts most templates leave out, and columns that import into a shared address book on staff phones.
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Global Address List (GAL): What It Is, Where It Is in Outlook
What Microsoft 365's Global Address List contains, where to find it in each version of Outlook, why changes take time to show, and why it never reaches your phone's Contacts app.
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Phone Number Format for Caller ID: E.164, Excel and Google Sheets
Why a shared contact list can still show bare numbers on incoming calls, which phone number format to store, and how to stop Excel and Google Sheets breaking it.
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How to Export Contacts from HubSpot to Your Team's iPhones and Android Phones
HubSpot's Export button gives you a spreadsheet, not contacts on your team's phones. Here's how to export HubSpot contacts, and how to get them into every phone's Contacts app with headshots and caller ID, kept in sync.
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IT Offboarding Checklist: Free Template for Access, Devices and Shared Contacts
A timed IT offboarding checklist for every leaver, from the first hour to the final check, with modules for MDM phones, BYOD, Microsoft 365, Google Workspace and regulated sectors. Free Google Sheets, Excel and PDF template.
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How to Deduplicate Contacts Before They Reach Staff Phones (Entra ID, CRM and CSV)
A duplicate in a shared company contact list ends up on every staff phone. How to stop duplicates at import with source IDs, the right matching rules and leaver deletes scoped to one source.
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