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Full record for one prospect: edit contact and meeting fields with save feedback, change status, add to a campaign, call, and read the activity timeline with sequence badges. Contact Owner and Sales Rep are free-text fields, and Custom Fields sit above Outreach Stats.

Updated Jul 10, 2026 8 steps 13 questions answeredOpen this page in the platform
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Overview

The contact detail page is the full record for one prospect on the selected client. Review and edit contact fields (including Direct Phone Ext, Tag, and List Name), assign ownership via the Assignment subsection (Contact Owner and Sales Rep are free-text fields so list uploads preserve the raw names even when they do not match a SalesHive user; Sales Development Rep is a user dropdown), change status, see and change campaign membership, and read the activity timeline (calls, emails, meetings, inbox). Custom Fields sit above Outreach Stats so they are easy to find. 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

  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, and current status. The Back button returns to the Contacts manager.

  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 an active campaign enrollment. If the contact is not in a campaign, Call is disabled.

  3. Edit contact fields and status

    Use the Contact section to click and edit name, email, Direct Phone, Direct Phone Ext, Mobile Phone, Company Phone, title, LinkedIn, Department, Management Level, Job Function, Tag, List Name, follow-up date, and custom fields. Each field saves individually on blur or Enter. Change status with the Status dropdown in the header; dialer-only dispositions are hidden, pipeline statuses use the progression guard so a contact cannot regress (for example, meeting_set cannot revert to interested).

  4. Assign Contact Owner, Sales Rep, and SDR

    Scroll to the Assignment subsection within the Contact section (below the Country field). Contact Owner and Sales Rep are free-text fields: type any name and they save on blur or Enter, preserving the raw names from list uploads even when they do not match a SalesHive user. Sales Development Rep is a dropdown that lists all users on the current client; pick a name and the field saves immediately. Set the dropdown back to Select... to clear the assignment. Use these fields to track who owns the relationship, who sells, and who prospecting outreach belongs to.

  5. 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 confirms the state: Saving, Saved, or Error. Fields include meeting date, time, timezone, outcome (qualified/unqualified), owner, and contract value.

  6. 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 under the Current row. Pick an active campaign, click Add, and the contact is enrolled right away with a confirmation toast. Only active campaigns are listed. Once enrolled, the campaign badge links to the campaign detail page.

  7. Review company, meeting, and campaigns

    Use the section nav (Contact, Company, Meeting, Campaigns, Activity) to jump between panels. Company shows firmographics and address. Campaigns shows current and most recent campaign with badges linking to the campaign detail page. Meeting shows the meeting information fields. Custom Fields appear above Outreach Stats on the contact detail card so they are easy to find.

  8. 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 tabs. Each email entry shows a sequence badge (Post-Call, Auto-Cadence, Disposition, or Manual) indicating how it was sent. Call entries show disposition and recording link when available.

What the buttons do

Call
Opens the contact's current campaign dialer scoped to this prospect. Disabled when the contact is not enrolled in an active campaign.
Status dropdown (header)
Sets the contact's outreach status. Dialer-only dispositions are hidden here; pipeline statuses use the progression guard so a contact cannot regress to an earlier stage.
Meeting Information save status
Badge beside the Meeting Information heading that confirms your edits: Saving, Saved, or Error. Each meeting field saves independently.
Contact Owner (free-text)
In the Assignment subsection. Free-text field (not a dropdown). Type any name and it saves on blur or Enter. Preserves the raw contact owner name from list uploads even when it does not match a SalesHive user.
Sales Rep (free-text)
In the Assignment subsection. Free-text field (not a dropdown). Type any name and it saves on blur or Enter. Preserves the raw sales rep name from list uploads even when it does not match a SalesHive user.
Sales Development Rep dropdown
In the Assignment subsection. Lists all users on the current client. Assigns the SDR responsible for outreach to this contact; saves immediately on change.
Direct Phone Ext
Editable field in the Contact section, directly below Direct Phone. Saves individually like all other contact fields.
Tag
Editable field in the Contact section, below Job Function. Free-text label for grouping or categorizing contacts. Saves individually.
List Name
Editable field in the Contact section, below Tag. Free-text label indicating which list the contact belongs to. Saves individually.
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 active campaigns.
Add (campaign)
Enrolls the contact in the campaign chosen in the dropdown. Confirms with a success toast.
Email sequence badge
On each email in the Activity timeline: Post-Call, Auto-Cadence, Disposition, or Manual, indicating how the email was sent.
Back
Returns to the Contacts manager.
Archive / Unarchive
Archives the contact from active outreach or restores it. Archived contacts cannot be dialed.
Activity filters
Narrows the timeline to emails, calls, inbox, meetings, or history.

Common questions

Open the Campaigns section. If the contact is not in a campaign, you will see an Add to a campaign dropdown and an Add button under the Current row. Pick a campaign, click Add, and the contact is enrolled right away with a confirmation toast. Only active campaigns are listed. The control is hidden once the contact already has a current campaign, since a contact is worked in one campaign at a time. Enrolling this way creates the real campaign enrollment, which is what lets any meeting set from this contact be tracked back to that campaign.
The dropdown and Add button only appear when the contact is not currently enrolled in any campaign. If the contact already has a current campaign, the section shows the campaign badge instead.
A badge beside the Meeting Information heading shows Saving, Saved, or Error after each field edit. Each meeting field saves independently, so you can edit several fields and watch the badge update after each one.
Each badge tells you how the email was sent: Post-Call (triggered after a call), Auto-Cadence (sent by the campaign sequence), Disposition (triggered by a dialer disposition), or Manual (sent by hand).
Call is disabled when the contact is not enrolled in an active campaign. Add the contact to a campaign first (see the Campaigns section), then Call will open the dialer scoped to this contact.
The campaign dialer opens in a new tab with only this contact queued (the URL includes ?contacts= with this contact's ID). You can then dial, log dispositions, and record as usual, all scoped to just this prospect.
Yes, use the Status dropdown in the header. Pipeline statuses use the progression guard, so a contact cannot regress (for example, meeting_set cannot revert to interested). Dialer-only dispositions are not shown here; change those from the dialer.
In the Contact section: Direct Phone, Direct Phone Ext (extension, directly below Direct Phone), Mobile Phone, and Company Phone are all individually editable. Each saves on blur or Enter.
In the Assignment subsection (below the Country field in the Contact section) there are three fields. Contact Owner and Sales Rep are free-text fields (not dropdowns), so you can type any name. This preserves the raw owner and rep names from list uploads even when they do not match a SalesHive user. Sales Development Rep is a dropdown that lists all users on the current client; use it to track who handles prospecting outreach. All three save immediately.
Sales Rep was changed from a user-linked dropdown to a free-text field so that imported lists preserve the original sales rep name even when that person is not a SalesHive user. Type any name into the field and it saves on blur or Enter. The dialer shows this name as a read-only row in the contact details panel.
Contact Owner was changed from a user-linked dropdown to a free-text field so that imported lists preserve the original contact owner name even when that person is not a SalesHive user. Type any name into the field and it saves on blur or Enter.
Tag and List Name are free-text fields in the Contact section (below Job Function). Use them to group or categorize contacts, or to note which import list a contact came from. They save individually like all other contact fields.
Custom Fields appear above Outreach Stats on the contact detail card, so they are easy to find without scrolling past the stats. Custom Fields only show when custom field definitions exist for the current client.
More in Contacts
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