In order to add a Contact to your Targeted List, Follow-Up List or Maintenance List, you must add them to Automated Relationship Reminder Systems.
IMPORTANT: When adding a Contact to a system, how they are tagged becomes vital. From now on, you’re going to be looking at your relationships through the lens of either Casting Directors OR Industry folks. Industry folks are everyone else - writers, producers, directors, etc. Please make sure your Contacts are tagged appropriately before adding them to an Automated Relationships System.
You select a system to use based on how well you know your Contact. We don't want your relationships to fall through the cracks whether you're creating, building or maintaining them.
- Targeted List: This system is for the people that you are targeting. These are the folks you want to work with, that tell the stories you tell, BUT you don't have a relationship with them...yet.
- Follow-Up List: This system is for the people you JUST met whether that be over coffee, at an event, or an audition. Now you get to follow up with them to make sure you're beginning this relationship off right.
- Maintenance List: This system is for all the people that you’ve met and followed up with after the audition or meeting, and now you want to continually maintain that relationship and stay top of mind.
This will open a pop up screen where you get to choose either:
Targeted List
Follow-Up List
Maintenance List
Again, if you’re targeting this person and you have no relationship with them yet, they go in the Targeted List.
If you’ve met them and you’re maintaining the relationship they go in the Maintenance List.
If you just met them (whether at an event, meeting, audition, etc) then you’d select the Follow Up List. Now you get to follow up with them to make sure you're beginning this relationship off right. Once they’re complete with the Follow-Up system, they will automatically be added to the Maintenance List.