Peak Connect

How do I add a person or an event?

Under People with “+ Add your first person”, under Events with “Create event”. No import is needed (“Without import”). If the person or company already exists in Peak, Connect links them instead of creating a duplicate.

How do I record a conversation or meeting with a person?

On the person's page with “Log contact”. You choose what happened, for example meeting, phone call, message or coffee, the date and optionally a private note. “Last contact” counts from that date; notes and planned follow-ups don't count as contact.

1. 01Open the person under People.
2. 02Choose “Log contact”.
3. 03Choose type and date; the note is optional.
4. 04For a reminder, choose “Plan follow-up” and a date.

How do I ask someone for an intro?

Open a person you don't know yet. Under “Warm path”, Connect shows who in your network knows them and writes an intro request from your entries. You copy it with “Copy intro request” and send it yourself.

1. 01Open the person.
2. 02Under “Warm path”, see who the path runs through.
3. 03Click “Copy intro request”, review it and send it yourself.
4. 04If it says “No warm path yet”, use “Add connection” to enter who knows the person.

How do I record that two people know each other?

On a person's page with “+ Connection”. Choose the type of relationship and the other person, then “Connect”. Connect uses this to calculate warm paths and mutual contacts.

1. 01Open the person.
2. 02Under “Mutual contacts”, click “+ Connection”.
3. 03Choose “Type of relationship” and “Other person”.
4. 04Click “Connect”.

How do I share a contact with my organization?

On the person's page under “Visibility”, choose “Organization” and the organization. Members then see the contact with details such as role, city, email and expertise. Your notes, history and connections stay private. “Private” revokes the sharing.

How do I archive or delete a contact?

At the bottom of the page under “Archive or delete”. Archiving hides the entry everywhere; history and connections stay saved. Deleting also removes notes, history and connections and can't be undone; to confirm, you type the name.

How do I record who I met after an event?

Open the event and go to “Who did you meet?”. Tap the people you talked to, and add new contacts with just their name. Optionally plan a follow-up in 3 days, one week or two weeks. “Save” stores everything.

What is Connect, and who can see my contacts?

Connect is your personal network of relationships: people, companies, events and the context around them. Everything is private until you share it. Integrations such as Shopify or Slack don't belong here; you'll find them under Settings → Integrations.

Why is Connect suggesting this person to me?

Every recommendation explains itself, for example “haven't talked in a while” or “shared event”. Search in plain language (“Who haven't I talked to in a long time?”) follows fixed rules, not AI. If a suggestion doesn't fit, hide it.

Where does relationship strength come from, and can I change it?

As long as you don't set anything, Connect estimates the strength from contacts, events and favorites. Tap a level under “Strength” on the person's page, and yours applies. Tapping the same level again hands the estimate back to Peak.

What do the groups under “Relationship care” mean?

Connect sorts people by their last real contact. “Need attention”: important, but quiet for 90 days or more. “Dormant”: no contact for 180 days or more. “Recently active”: contact in the last 30 days. “New”: just added. “Strong”: strong relationships with nothing open. It's not a score, just a hint.

Where does the text for “Draft follow-up” and “Prepare meeting” come from?

Only from your entries in Connect, such as history, shared events and expertise. Peak never invents anything about a person and doesn't send anything. Review the draft and send it yourself.

Connect shows “Your network couldn't be loaded just now.”

The connection to the server failed. Your entries are safe. Reload the page in a moment or choose “Try again”. When saving, your input stays in the form until it works.

Can I import contacts from Google, LinkedIn or a CRM?

Not yet. You currently add people and events by hand. Importing from integrations comes later, as a match to the same people, not as a second contact list.