Overview
The contact detail page is the full record for one prospect on the selected client. Review and edit contact fields, change status, see and change campaign membership, and read the activity timeline (calls, emails, meetings, inbox). Use Call to jump straight into the campaign dialer scoped to this contact. If the contact is not in a campaign yet, the Campaigns section lets you add it to one right from here. Open a contact from the Contacts manager by clicking its name.
How to use this page
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.
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).
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.
Edit Meeting Information and watch the save status
In the Meeting section, click any meeting field to edit it. Each change saves on its own, and a small badge beside the Meeting Information heading shows the status: Saving while it sends, Saved (green) for a couple of seconds when it succeeds, or Not saved (red) if it failed. A common cause of Not saved is having the client switcher set to a different client than the one this contact belongs to.
Add the contact to a campaign
Open the Campaigns section. When the contact is not currently enrolled in any campaign, an Add to a campaign dropdown and an Add button appear below the Current / Most Recent row. Pick a campaign and click Add to enroll the contact right away; a success toast confirms it and the section refreshes to show the new current campaign. Only the client's active campaigns are listed (archived ones are left out). If the contact is already in another campaign, or the add cannot be completed, you get an error toast instead. The dropdown disappears once the contact has a current campaign, since a contact is only worked in one campaign at a time.
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 the current campaign, the most recent one, and the full enrollment history, plus the add-to-campaign control when the contact is not enrolled.
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. Email rows carry a small badge showing how that email was sent: Post-Call, Auto-Cadence, Disposition, or Manual. Emails carried over from a client's previous system show a muted, italic Email (Legacy) or Calling (Legacy) badge so you can tell migrated history apart from activity that ran on this platform.
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.
- Meeting Information save status
- Badge beside the Meeting Information heading that confirms your edits: Saving, Saved (green), or Not saved (red). It only appears while or just after you change a meeting field.
- Campaign badge
- Link to the contact's current campaign detail page.
- Add to a campaign dropdown
- In the Campaigns section, shown only when the contact is not enrolled in any campaign. Lists the client's active campaigns (archived ones excluded). Pick one, then click Add to enroll the contact.
- Add (campaign)
- Enrolls the contact in the campaign chosen in the dropdown. Confirms with a success toast and refreshes the section; shows an error toast if the contact is already in another campaign or the add fails. Disabled until you pick a campaign.
- Email sequence badge
- On each email in the Activity timeline: Post-Call, Auto-Cadence, Disposition, or Manual shows how the email was sent. Email (Legacy) and Calling (Legacy), shown muted and italic, mark history migrated from a previous system rather than sent on this platform.
- Back
- Returns to the Contacts manager.
- Archive / Unarchive
- Archives the contact from active outreach or restores it. Archived contacts cannot be called until unarchived.
- Activity filters
- Narrows the timeline to emails, calls, inbox, meetings, or history.