Contacts & CRM
The Contacts section provides a CRM-style view of people you have interacted with across your campaigns.
Accessing Contacts:
Go to Contacts from the sidebar to view your contact list.
Contacts vs. Prospects:
Prospects are people you plan to reach out to — they are your campaign targets. Contacts are people you have already interacted with, whether through email replies, LinkedIn conversations, or manual outreach. When a prospect replies to a campaign or engages with your LinkedIn messages, they become a contact with a full interaction history.
Viewing Contact Details:
Click on any contact to see their full profile including:
• Contact information (email, phone, company, role, location)
• Interaction history — every email sent and received, LinkedIn messages, and campaign touchpoints
• Campaign enrollment history — which campaigns they were part of and their status in each
• Notes and tags added by your team
Filtering & Searching:
- Search by name, email, company, or any contact field
- Filter by interaction type (email reply, LinkedIn reply, manual)
- Filter by campaign or prospect list
- Sort by most recent interaction, name, or company
Use the Contacts view to manage ongoing relationships and follow up with engaged prospects outside of automated campaign sequences.