Last verified: November 10, 2026
What You Can Now Do
Context Memo now lets you import contacts into a dedicated Accounts screen inside the Outbound section of your dashboard. Your prospect list stops living in a spreadsheet on someone's desktop and starts living next to the outbound research you already run in the product. The practical change: when you decide which accounts to research, you pick them from a list that's already in Context Memo instead of pasting names in one at a time or keeping a second file open to remember who you were working.
Where It Is in Context Memo
Open the Outbound section of your dashboard and select Accounts. The screen shows your imported contacts as a managed list with the import action at the top. On a fresh workspace it starts empty until your first import. Everything on this screen belongs to the Outbound feature area and sits alongside your outbound research jobs, not inside memo publishing or scanning.
How to Use It
- Go to Outbound and open the Accounts screen. You'll see the Accounts list for your workspace and the import control.
- Start an import and supply your prospect list. The contacts load into Accounts and appear as rows you can view and manage.
- Scan the imported rows before you do anything else. Check for duplicate contacts and missing company information, since those are the records that produce weak research output later.
- Work from Accounts when you set up outbound research. Your contacts and your research jobs now sit in the same section, so you stop reconciling two sources.
- Re-import as your pipeline changes. New lists load into the same screen, which keeps Accounts current without rebuilding it from scratch.
One operational note for teams with compliance review: an import moves contact data into a new system. Load the fields your team is actually cleared to hold, and nothing extra. Smaller imports are easier to defend and easier to keep clean.
Why We Built It
Customers told us the same thing in nearly identical language: "I need a way to bring my prospect lists into the product so I can manage them alongside my outbound research jobs." Before this deploy, the prospect list and the research lived in two places. Users exported from a CRM, kept the file open on the side, and hand-fed names into Context Memo. That cost time on every research cycle, and it cost accuracy, because the list in the spreadsheet and the list in the product drifted apart within a week.
What It Does Not Do Yet
This deploy covers import and management on the Accounts screen. A few things remain manual or out of scope:
- Imports are a load, not a sync. There's no scheduled pull from your CRM yet. When your source list changes, you re-import.
- No write-back. Nothing you do in Accounts updates records in your CRM. Keep your CRM as the system of record for contact data and treat Accounts as the working list for outbound research.
- Cleanup is on you for now. Review duplicates and incomplete records after import rather than assuming the screen will resolve them.
If you need a tighter loop between your CRM and Accounts, tell us which object and which fields matter in your workflow. We build custom integrations on request, and the specifics of what your team syncs today are what determine whether that's a reasonable next step.
