Contact Detail

How to use this page

1. 1

   Open a contact

   Choose the client in the switcher, open Contacts, and click a contact name. The header shows the person's name, title, company, current status, and, when applicable, a Referred by badge. Click that badge to open the referrer's contact record.

2. 2

   Send an ad-hoc email

   Click Email in the header to open a compose window addressed to this contact. Choose the sending account, write the subject and message, then send or save a draft. This is available only when the contact has an email address and the selected client has an active sender account.

3. 3

   Call from the contact record

   Click Call to open the campaign dialer with only this contact queued. The button requires a usable campaign source, a callable phone, and an eligible follow-up path.

4. 4

   Edit contact fields and status

   Use the Contact section to edit identity, email, phones, title, LinkedIn, organization fields, follow-up date, and custom fields. Fields save individually on blur or Enter. Change status with the header Status dropdown.

5. 5

   Manage campaigns and activity

   Use Campaigns to add an unenrolled contact to an active campaign or open the current campaign. The Activity panel lists calls, emails, inbox threads, meetings, and history, with filters for each type.

What the buttons do

Referred by badge

Appears in the contact header when this prospect was referred by another contact. Click it to open that referrer's Contact Detail record.

Email

Opens a pre-addressed compose window. Disabled without a contact email address or active client sender account.

Call

Opens the contact dialer when a usable campaign source, callable phone, and eligible path are available.

Status dropdown

Sets the contact's outreach status using the progression guard.

Add to a campaign

Lists active campaigns when the contact is not currently enrolled.

Activity filters

Narrows the timeline to emails, calls, inbox, meetings, or history.

Common questions