Contact Detail

Overview

The contact detail page is the full record for one prospect on the selected client. Review and edit contact fields, change status, see campaign membership, and read the activity timeline (calls, emails, meetings, inbox). Use Call to jump straight into the campaign dialer scoped to this contact. Open a contact from the Contacts manager by clicking its name.

How to use this page

1. 1
   Open a contact

   Pick the client in the switcher, go to Contacts, and click a contact name. The header shows the person's name, title, company, client badge, status dropdown, and current campaign link when enrolled.

2. 2
   Call from the contact record

   Click Call in the header to open the campaign dialer with only this contact queued (?contacts=). The button is enabled when the contact has a current campaign, at least one phone number, is not archived, and has a dialable status. Hover a disabled Call button to see why (for example missing campaign or phone).

3. 3
   Edit contact fields and status

   Use the Contact section to click and edit name, email, phones, title, LinkedIn, follow-up date, and custom fields. Change status from the header dropdown. Status changes follow progression rules so invalid regressions are blocked.

4. 4
   Review company, meeting, and campaigns

   Use the section nav (Contact, Company, Meeting, Campaigns, Activity) to jump between panels. Company shows firmographics. Meeting holds meeting-set details. Campaigns lists enrollment history and the current campaign.

5. 5
   Read the activity timeline

   The Activity panel on the right lists calls, emails, inbox threads, meetings, and history. Filter with All, Emails, Calls, Inbox, Meetings, or History. Click Show all activity if a filter hides results.

What the buttons do

Call

Opens the contact's current campaign dialer scoped to this prospect. Disabled when there is no campaign, no phone, the contact is archived, or the status cannot be dialed. Hover for the reason.

Status dropdown (header)

Sets the contact's outreach status. Dialer-only dispositions are hidden here; pick a valid pipeline status.

Campaign badge

Link to the contact's current campaign detail page.

Back

Returns to the Contacts manager.

Archive / Unarchive

Archives the contact from active outreach or restores it. Archived contacts cannot be called until unarchived.

Section nav (Contact, Company, Meeting, Campaigns, Activity)

Scrolls to each panel on the page.

Activity filters

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

Common questions