Contacts
Manage your leads through a 6-stage sales pipeline.
The Contacts page is your central hub for managing prospects. View leads as a sortable table or a visual kanban board, and track each one through your sales pipeline.
Views
Table View
A spreadsheet-style grid showing all your contacts with columns for name, title, company, status, email, and more. Sort by any column and filter by status.
Kanban Board
A drag-and-drop board where each column represents a pipeline stage. Move leads between stages by dragging their cards.
Pipeline Stages
Every contact moves through a 6-stage pipeline:
| Stage | Description |
|---|---|
| New | Just added from search results |
| Contacted | First outreach sent |
| Engaged | Opened or clicked your message |
| Responded | Replied to your outreach |
| Meeting Booked | Meeting scheduled |
| Converted | Deal closed or next step confirmed |
Contact Details
Click any contact to open their profile panel showing:
- Full name, title, and company
- Email and phone number
- LinkedIn profile
- Match score and reasons
- Outreach history and status
- Professional background
Exporting Contacts
CSV Export
Download your contacts as a CSV file for use in spreadsheets or other tools.
HubSpot Export
Sync contacts directly to your HubSpot CRM. See HubSpot integration for setup and field mapping details.
Bulk Actions
Select multiple contacts to perform bulk actions like generating messages, changing status, or deleting.
Deleting Contacts
When you delete a contact, you'll see a 7-second undo window to recover it if needed.