JR&CO
Pitch Relationship Capture

Capture a new relationship

Record who you met, where, and how — then resolve identity and project linkage in the queue.

Deferred materialization. This step saves a lead and meeting context only. Contact, company, and property records are created when you resolve the capture — not automatically.

Meeting context

Type to search marketing calendar events (including NEW Marketing Events). Pick one to link date and event, or enter free text.

Contact source

Tap Dictate and say it — who you met, their title, company, contact info, and the property address if there is one.

Speech is transcribed in your browser, then parsed into contact, company, and address fields. Review the summary (or the Manual tab), then Capture relationship.

Open resolution queue