Update records

Everything on this page changes a tile in your session. Nothing reaches your CRM until you push it from Home. See Review and push.

Change a field

Record	Fields Birdie can change
Deal	Stage, budget (amount), close date
Contact	Job title, email, phone, mobile
Company	Industry, domain, website
Task	Status, priority, due date, notes
Any record	Name

"Move Northwind to negotiation."
"She's the CFO now."
"Add daniel at northwind dot com to that contact."

If you name a stage that is not on your pipeline, Birdie suggests the closest one and checks: "Closest I've got is Discovery Call, is that the one?"

You can also tap the pencil on any tile and change a field by hand. Birdie checks hand edits by the same rules, and tells you if it cannot make one.

Add a new record

Just name it. Birdie shows the tile straight away and checks your CRM in the background.

"Just met Ryan Chong from MetLife."
"New deal with Northwind, forty grand, closing end of Q3."

Birdie asks only when it has to:

a name you did not give ("What should I call it?"),
a stage for a new deal (it never picks one for you),
which record you meant, when a name could be several.

Link people, companies and deals

"Nick's on the Acme deal."
"Sarah's moved to Initech."
"Sarah's left Nexora."

Unlinking never deletes a record. A task can be linked to a record but not unlinked.

Add a note

Notes hold what is not a field value: why a deal is stuck, who really decides, what the competition is.

"Add a note that they want two references."
"Legal is the blocker."
"They're comparing us to HubSpot."

Fix a mistake

Say	What happens
"No, it's thirty-five, not fifty."	Changes the value again
"No, Thera, not Sarah."	Moves your changes to the right record
"It's Chong, not Chung."	Fixes a misheard name, and Birdie remembers it next time
"That's the wrong Acme."	Swaps to the right record
"Undo that." / "Never mind the close date."	Throws away that change
"Take that off." / "None of those."	Removes the tile and cancels its changes
"What have I changed?"	Lists your changes so far

:::warning Birdie cannot delete records Birdie can take a tile off your screen, but it never deletes anything in your CRM. To delete a record, do it in your CRM. :::

Change a field

Record	Fields Birdie can change
Deal	Stage, budget (amount), close date
Contact	Job title, email, phone, mobile
Company	Industry, domain, website
Task	Status, priority, due date, notes
Any record	Name

"Move Northwind to negotiation."

"She's the CFO now."

"Add daniel at northwind dot com to that contact."

If you name a stage that is not on your pipeline, Birdie suggests the closest one and checks: "Closest I've got is Discovery Call, is that the one?"

You can also tap the pencil on any tile and change a field by hand. Birdie checks hand edits by the same rules, and tells you if it cannot make one.

Add a new record

Just name it. Birdie shows the tile straight away and checks your CRM in the background.

"Just met Ryan Chong from MetLife."

"New deal with Northwind, forty grand, closing end of Q3."

Birdie asks only when it has to:

a name you did not give ("What should I call it?"),

a stage for a new deal (it never picks one for you),

which record you meant, when a name could be several.

Fix a mistake

Say	What happens
"No, it's thirty-five, not fifty."	Changes the value again
"No, Thera, not Sarah."	Moves your changes to the right record
"It's Chong, not Chung."	Fixes a misheard name, and Birdie remembers it next time
"That's the wrong Acme."	Swaps to the right record
"Undo that." / "Never mind the close date."	Throws away that change
"Take that off." / "None of those."	Removes the tile and cancels its changes
"What have I changed?"	Lists your changes so far

:::warning Birdie cannot delete records Birdie can take a tile off your screen, but it never deletes anything in your CRM. To delete a record, do it in your CRM. :::