Overview
Contact Detail is the complete record for one prospect on the selected client. Review and edit contact fields, configured custom fields, ownership, campaign membership, outreach statistics, and activity. Use Call for an eligible follow-up path or Email for a pre-addressed compose window. When another contact referred this prospect, a Referred by badge in the header links straight to that referrer's record. The Contact section also shows the latest completed call's calculated disposition and its read-only disposition type.
How to use this page
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.
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.
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.
Edit contact fields and status
Use the Contact section to edit identity, email, phones, title, LinkedIn, organization fields, and follow-up date. Fields save individually on blur or Enter. Change status with the header Status dropdown. Latest Call Disposition and Disposition Type are calculated from the latest completed call and are read-only.
Review and edit custom fields
When the selected client has configured custom contact fields, use the Custom Fields link in the section navigation to jump to the Custom Fields card directly below Contact Information. The card shows each configured field in its matching format: text, email, website, phone, number, date, selection, or a Yes or No boolean. Edit a field using its normal inline control. A boolean field switches between Yes and No when clicked. The card and navigation link are hidden when the selected client has no configured custom fields.
Review calculated call disposition
In the Contact section, review Latest Call Disposition for the human-readable result of the most recent completed call. Disposition Type shows its read-only parent category. Calls still in Dialing or marked Skipped are not used for these fields.
Review outreach statistics
Check Outreach Stats for total calls, emails, last contacted date, and next follow-up. When historical outreach was migrated into SalesHive, the Calls or Emails total includes it and a small note identifies the number of migrated legacy calls or emails.
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.
- 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.
- Custom Fields (section navigation)
- Appears between Contact and Company only when the selected client has configured custom contact fields. Jumps to the editable Custom Fields card directly below Contact Information.
- Latest Call Disposition / Disposition Type
- Read-only calculated fields for the latest completed call's result and parent category. Dialing and skipped calls are excluded.
- Outreach Stats
- Shows total calls, total emails, last contacted, and next follow-up. Migrated historic activity is identified below a total when present.
- 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.