Active, Bad Contact Info, Unqualified, Bad Timing, Converted: what each means and how to set it.
A contact’s status shows under "Details" and on the contact list.
Click "Status".
Pick one: Active (in play), Bad Contact Info (bounced or wrong), Unqualified (not a fit), Bad Timing (try later), Converted (became a customer or meeting).
Click "Save". Anything other than Active stops future steps for this person.
"Convert Prospect" is the shortcut when someone replies yes: it marks them Converted and moves them to 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.
Work a contact from their profile
Everything about one person: activity, sequences, calls, tasks, and quick actions.
Verify email addresses
Check which addresses are safe to send to before they go into a sequence. Only invalid ones are skipped when sending.