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Contacts.

Keep a record for each person, with their role, deals, email history, lead source, score, and sequences.

A contact is a person. A contact can belong to one company and take part in many deals. The contact record collects their email, meetings, form submissions, and sequence enrolments in one timeline.

Concepts

  • Email address. The email address identifies the contact. Incoming email, website forms, and live chat match a contact by this address.
  • Seniority and persona. Agents fill seniority and persona (job function) from evidence. Both are filters in the table.
  • ICP fit score. When a lead form arrives, an agent scores the fit from 0 to 100 from the submission. The score shows on the contact.
  • Lead source. The first and latest source of the contact, such as a website form, a HubSpot form, or a Meta lead form, show on the Activity tab.

What you can do

  • Add a contact with a name, an email address, and a company.
  • Filter by owner, company, title, seniority, persona, activity date, and sequence status.
  • Use the record sheet tabs: Overview, Deals, Finance, Agent, and Activity.
  • Select Email in the contact sheet to write an email from your connected mailbox.
  • Enrol the contact in an active sequence from the Sequences section.

Write an email from a contact

  1. Open the contact and select Email.
  2. Choose the From address. You can use your connected address or a saved send-as address.
  3. Write a short brief and select Write with agent, or select Use account summary for a summary of the company, open deals, owner, and recent relationship.
  4. Select Use this draft to fill the subject and message. Edit any line.
  5. Select Send and confirm.

The email is logged on the contact timeline. An agent never sends an email for you. You always select Send.

Set up

  1. Connect your Google or Microsoft 365 mailbox and calendar so email and meetings file to contacts. See Connections.
  2. Add the tracking script to your website so form submissions create contacts. See Settings.
  3. Create your sequences in the Inbox before you enrol contacts. See Inbox.

Typical workflows

  • Follow up a new lead. Filter by activity in the last day. Open each new contact. Read the lead source and the ICP fit score. Write a reply from the contact sheet.
  • Start outreach. Filter by persona and seniority. Open each contact and enrol them in a sequence. The Sequence column and filter show who is Active, Stopped, or Finished.
  • Fix a missing link. When a contact has no company, set the company in Overview. Their email threads then show on the company too.

Open it in your workspace

Open https://<your-portal>.example.com/<workspace>/contacts to see your contacts.