Contacts, companies and lists

Contacts and Companies hold your data. You can organise contacts into Lists (for example by campaign, territory or segment) from the Contacts page, and superadmins can share a list with specific teammates. Edits to a contact's email or Office Number may require approval depending on your role. Every phone number is labelled either Direct Number (a person's own number, mobiles included) or Office Number (the company's main line), and a mobile is never shown as an Office Number.

The contact panel. Click a contact to open its panel. At the top are their name, title and company, the company's website (it opens in a new tab), their status, and up to three buttons. Call shows for members who can take calls, on a plan with calling, unless the contact is Do Not Call. Taking calls is the Softphone & Call Log permission. Email shows for members with the Campaigns & Email Setup permission; it is greyed, and says why when you hover or tap it, when the contact cannot be emailed (no address yet, an address marked Invalid, or someone on the Suppression List). Note shows for members with the Edit Contacts permission, and never for a view-only login; it jumps to Notes so you can type during a call. Under the buttons, on every tab, one line shows the latest call that has a note: when it was (Singapore time), its outcome and the note. Tap it to read the whole note, and again to fold it. A second line shows the contact's Notes the same way, on every tab. The Overview, Intelligence and Activity tabs stay at the top of the panel while you scroll, so Activity is one tap away from anywhere in it. The Intelligence and Activity tabs keep a line at the top with the contact's numbers and email, so you can still dial or copy them there. Contact details shows only the details the contact has; anything missing is named in one line, for example "Missing: email, direct number", with Find & verify email beside it. Notes and Log a call stay open below Contact details, then Other Contacts at the same company. Notes is the one place to write about a contact; Log a call keeps each call's own note, and the Activity tab lists what happened, older notes included. Opening another contact, going Back or closing the panel with unsaved Notes asks first. If the notes changed since you opened them, Save does not overwrite them: the latest notes show with your note after them, and you save again. Lists, Assignment and Follow-up come after Other Contacts, each with a one-line summary, such as "Not in a list" or "No follow-up"; click a line to open it and make changes. Delete contact, for members with the Delete Contacts permission, is in the "..." menu at the top right of the panel and asks you to confirm before it deletes.

Exporting contacts to CSV is controlled to protect your lead data: it requires the "Export Contacts" permission, which is off by default for EVERY role including Super Admin (grant it per role under Team in the Permissions tab; admins can grant it to their own role), and it is available on the Hunter plan and above. On Free and Scout the export buttons stay visible with a Hunter tag, and pressing one explains the upgrade instead of downloading; nothing is exported and nothing is charged. The same rule covers exporting list views, the suppression list, campaign engagement exports (on an email campaign's Contacts tab you can export the Openers, Clickers or Repliers as CSV, and a campaign's recipients for one metric from its Analytics), a company list's Download CSV and the Call Log's transcript export, and every export is recorded in the audit log with who exported and how many rows. Without the permission the export buttons are hidden (the Super Admin sees them greyed out, with the reason). Report downloads (the Activities Report CSV) are controlled by the separate "Export Reports" permission, and the hashed ad audience export by "Advertising Audiences". Both are on the Hunter plan and above too, with the same Hunter tag and upgrade on Free and Scout. The credit history CSV on the Billing page is a billing record and is on every plan.

The Email column. A contact with an address shows it with its check result: Valid, Invalid, Unconfirmed, Checking or Not checked, or "Likely, not confirmed" when the check found the address likely to work but could not confirm the mailbox. A contact with no email shows what happened instead: "Not looked up" means no email lookup has run for them yet (people added with Add all arrive this way, because Add all does not look up new emails); "Finding…", with a spinner, means a lookup is running and the address appears on its own when it lands; "Not found" means the last lookup for them ended without an email (nobody found, an address we would not stand behind, or no answer in time), and looking again may still find one. Workspace shows the same words, except that a likely address reads Unconfirmed there. The contact panel shows them too, and adds the date of the last search, for example "Not found · searched 9 Oct 2026".

On a phone, the Contacts page shows each contact as a card instead of a table row: its name and stage, company, numbers (with a Call button where you can call them from the softphone), email with its check result, and who it is assigned to. Tap a card to open the contact, tick its box to select it, or use "All on page" and the sort menu above the cards.

Bulk actions. Tick contacts, or select every contact that matches your filters, and open Actions. While an action gathers a large selection, its button shows a spinner and the count, for example "Gathering 1,293…", and Add to Workspace counts the tasks as it makes them, for example "Creating 120 of 500…". Assign to User with every matching contact selected gathers nothing: it starts at once, runs in the background at a steady pace with its progress shown above the table, and is not capped at 50,000 (see "Assigning, sharing and moving contacts"). Add to Workspace cannot be cancelled while it makes the tasks. When an action that changes the contacts finishes, such as Add to List or Move invalid to list, the table is read again, so the Lists column shows the new list. The contacts an action worked on lose their ticks, and a contact you ticked while it ran keeps its tick. Verify emails and Find contact details keep your ticks, so you can run them again for anything a run left, or move the invalid addresses to a list once the results are in. If an action fails, it says what went wrong and your ticks stay, so you can try again; when only some contacts could not be changed (a task that could not be made, or tracking that could not be stopped), only those stay ticked, so trying again repeats nothing for the rest.

Find emails for a list. Open Contacts filtered to a list (pick it in the List filter). When some of its contacts have no email, a bar above the table says how many and the most it can cost: 2 credits per email found, its deliverability check included, and nothing when none is found. Find emails opens the Find contact details window on exactly those contacts, up to 25,000 at a time, which shows each price and the most the run can cost before anything is charged; confirm and it runs in the background while those rows read "Finding…". It needs the Find Email & Enrich permission and the Hunter plan or above, as Find contact details does; on Free and Scout the window explains the upgrade. See "Find contact details in bulk".