Everything about one person: activity, sequences, calls, tasks, and quick actions.
Click a name in the Contacts table.
The profile opens. Actions on the left; activity timeline and upcoming steps on the right.
Click "Call" to dial from the browser.
Click "Sequences" to see which sequences this person is in and what step they are on.
Click "Tasks" for reminders tied to this person.
Click "Convert Prospect" when they reply positively to move them into your pipeline.
Import contacts from a CSV
Upload a spreadsheet of people, map the columns and optionally drop them straight into a sequence.
Add one contact by hand
Create a single contact without a spreadsheet.
Add contacts to a sequence
Select people in the Contacts table and enroll them in a sequence in one go.
Search, sort and choose columns
Find people fast and show only the columns you care about.
Verify email addresses
Check which addresses are safe to send to before they go into a sequence. Only invalid ones are skipped when sending.
Mark someone do-not-contact
Stop all outreach to a person without deleting them. Reversible at any time.