Fact 80
Morgan Chen requested that the CRM rule be locked in: only investor, customer, and vendor contacts belong in the CRM; Stanford-crowd and friends-of-friends introductions must not be entered; investors must be tagged `investor`, not `network`.
Source evidence (1)
000451Apr 26, 2023 / 14:30 UTC-07:00
Don't put Stanford crowd / friends-of-friends intros in the CRM. Those stay personal, full stop. CRM is for investor, customer, vendor contacts only -- and if it's an investor, tag `investor`, not `network`. Near miss just now so lock that rule in.
Message 000451 in history