The Contacts Dashboard
Your contact list with sorting, filtering, and quick SI controls
Before You Begin
- At least one contact in your CRM
The contacts dashboard is your primary view of all contacts. It shows everyone in your CRM in a sortable, filterable table with key data columns and per-contact controls.
Access it from Sales > CRM > Contacts.
Steps
View the contact list
The dashboard shows a table with columns: Name (with DNC badge if applicable, entity label in B2B mode), Email (with verification badge), Phone (with verification badge), Role, Stage (current pipeline stage), Source, and Auto Engage (toggle switch).
Contacts are paginated at 100 per page. Click column headers to sort.
Use the quick actions bar
The top-right contains buttons for:
- Add New Contact — Opens the manual contact creation form
- Card Scanner — Opens the business card scanner
- Import Contacts — Opens the import wizard (CSV or JSON)
- Export Headers — Downloads field headers for import template preparation
- Custom Fields — Links to field management settings
Toggle auto-engage directly
Each contact row has an Auto Engage toggle. Flip it to enroll or remove a contact from SI processing — without opening the contact detail page. This is the fastest way to enable SI for specific contacts.
Filter from the dashboard
Click the dashboard filter icon or navigate from the Contacts Dashboard cards to filter by status, country, date range, source, or engagement metrics. Filtered views show the count of matching contacts.
Open a contact
Click any contact’s name to open their full detail page with all seven tabs and the right sidebar.
Result
You can now navigate your contact list, sort by any column, toggle SI engagement directly, and access all contact management features from the dashboard.
