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Individual Contacts

Contacts appear nested inside their parent company.

Contact Details​

Displays:

  • Name
  • Title
  • LinkedIn (if available)
  • Email (if available)
  • Phone (if available)

Contact Notes​

  • Logs activity related to the contact
  • Supports:
    • User notes
    • Follow-ups

Status Selector​

Each contact can be marked as:

  • Not Contacted
  • In Conversation
  • Inquiry
  • Not Interested
  • Disqualified

Status updates reflect immediately in lead counts.

Bulk Actions​

Each contact includes a checkbox.

When selected:

  • Multi-draft emails
  • Delete contacts

Drafting Emails​

  • Requires Outlook or Gmail connection
  • Popup allows selecting an email template
  • Supports drafting to multiple contacts at once