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Contact Detail

A complete client-scoped contact record for editing prospect data, assigning potential-meeting ownership, reviewing activity, and opening normal, meeting-followup, or inbound-callback dialer paths. Meeting setter attribution stays visible and cannot be cleared accidentally.

Updated Jul 21, 2026 8 steps 20 questions answeredOpen this page in the platform
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Overview

The contact detail page is the full record for one prospect on the selected client. Review and edit contact fields, assign potential-meeting ownership via the Assignment subsection, change status, see and change campaign membership, and read the activity timeline for calls, emails, meetings, inbox, and history. Custom Fields sit above Outreach Stats so they are easy to find. Use Call to jump into the campaign dialer scoped to this contact. When you open the record from Contact activity on an active inbound callback, the Call action keeps that callback context and can open inbound-callback scope even when normal status rules would exclude the contact. If the contact is not in a campaign yet, the Campaigns section lets you add it right from here. Open a contact from the Contacts manager by clicking its name. Call-only contacts without an email still open normally, and the avatar uses a neutral ? fallback when both first name and email are unavailable. Meeting Information uses Booked Date for when the meeting was booked, while Meeting Date & Time is the scheduled slot. Booked Date cannot be set to a future day. Meeting Information keeps the recorded Set By person visible even when that person is a responder rather than a Deal SDR. An existing booked meeting cannot have Set By cleared from this editor, so choose the correct person instead or use the dedicated meeting deletion workflow when the booking itself should be removed.

How to use this page

  1. Open a contact

    Pick the client in the switcher, go to Contacts, and click a contact name. The header shows the person's name, title, company, and current status. The Back button returns to the Contacts manager.

  2. Call from the contact record

    Click Call in the header to open the campaign dialer with only this contact queued. The button is enabled when the contact is enrolled in an active campaign and has a callable phone number. For a normal prospect, the dialer opens scoped to this contact (?contacts=). For a booked prospect whose status is Meeting Set, Meeting Held, or Rescheduling, Call opens the meeting-followup scope (?scope=meeting-followup&contacts=), which includes those statuses the normal queue excludes and bypasses the recycle window. When you open the record from Contact activity on an active inbound callback, Call opens inbound-callback scope for this contact and can bypass normal status eligibility for that callback. The callback path still requires a campaign and callable phone, and archived contacts cannot be called. If the contact is not in a campaign, has no callable phone, or is on another terminal status such as blacklist or unqualified, Call is disabled.

  3. Edit contact fields and status

    Use the Contact section to click and edit name, email, Direct Phone, Direct Phone Ext, Mobile Phone, Company Phone, title, LinkedIn, Department, Management Level, Job Function, Tag, List Name, follow-up date, and custom fields. Each field saves individually on blur or Enter. Change status with the Status dropdown in the header; dialer-only dispositions are hidden, and pipeline statuses use the progression guard so a contact cannot regress, for example meeting_set cannot revert to interested.

  4. Assign Potential Meeting Owner, Sales Rep, and SDR

    Scroll to the Assignment subsection within the Contact section, below the Country field. Potential Meeting Owner and Sales Rep are free-text fields, so any name can be entered and saved on blur or Enter, preserving raw names from list uploads even when they do not match a SalesHive user. Sales Development Rep is a dropdown listing users on the current client; pick a name to assign outreach. Set it back to Select... to clear the assignment.

  5. Edit Meeting Information and watch the save status

    In the Meeting section, click any meeting field to edit it. Each change saves on its own, and a small badge beside Meeting Information confirms Saving, Saved, or Error. Fields include meeting date, time, timezone, outcome, owner, and contract value. Booked Date records when the meeting was booked; use Meeting Date & Time for a future scheduled slot. A future Booked Date is rejected with an inline error. The Set By selector keeps the recorded setter available, including a responder who is not in the client SDR assignments. When an existing booked meeting has a setter, clearing Set By is rejected; select the correct person instead, or remove the booking through the dedicated meeting workflow.

  6. Add the contact to a campaign

    Open the Campaigns section. When the contact is not currently enrolled in any campaign, an Add to a campaign dropdown and an Add button appear under the Current row. Pick an active campaign, click Add, and the contact is enrolled right away with a confirmation toast. Only active campaigns are listed. Once enrolled, the campaign badge links to the campaign detail page.

  7. Review company, meeting, and campaigns

    Use the section nav, Contact, Company, Meeting, Campaigns, Tasks, and Activity, to jump between panels. Company shows firmographics and address. Campaigns shows current and most recent campaign with badges linking to campaign detail. Meeting shows the meeting fields. Custom Fields appear above Outreach Stats on the contact detail card so they are easy to find.

  8. Read the activity timeline

    The Activity panel on the right lists calls, emails, inbox threads, meetings, and history. Filter with All, Emails, Calls, Inbox, Meetings, or History tabs. Each email entry shows a sequence badge, Post-Call, Auto-Cadence, Disposition, or Manual, indicating how it was sent. Call entries show disposition and a recording link when available. History entries can include status or category updates and Meeting owner changed when a future meeting assignment moves to a replacement owner, or Potential meeting owner changed when potential follow-up ownership is updated.

What the buttons do

Call
Opens the contact's current campaign dialer scoped to this prospect. For booked statuses, Meeting Set, Meeting Held, or Rescheduling, it opens meeting-followup scope. When opened from Contact activity for an active inbound callback, it opens inbound-callback scope and can bypass normal status eligibility for that callback. It is disabled when the contact lacks an active campaign, callable phone, or is archived or otherwise not eligible.
Status dropdown (header)
Sets the contact's outreach status. Dialer-only dispositions are hidden here, and pipeline statuses use the progression guard so a contact cannot regress to an earlier stage.
Meeting Information save status
Badge beside the Meeting Information heading that confirms edits with Saving, Saved, or Error. Each meeting field saves independently.
Potential Meeting Owner (free-text)
Free-text field in Assignment. Type any name and save on blur or Enter. It preserves raw contact owner names from list uploads even when they do not match a SalesHive user.
Sales Rep (free-text)
Free-text field in Assignment. Type any name and save on blur or Enter. It preserves raw sales rep names from list uploads even when they do not match a SalesHive user.
Sales Development Rep dropdown
Lists users on the current client and assigns the SDR responsible for outreach. Saves immediately on change.
Direct Phone Ext
Editable field directly below Direct Phone. Saves individually like the other contact fields.
Tag
Free-text label below Job Function for grouping or categorizing contacts. Saves individually.
List Name
Free-text label below Tag indicating which list the contact belongs to. Saves individually.
Campaign badge
Links to the contact's current campaign detail page.
Add to a campaign dropdown
Shown in Campaigns only when the contact is not enrolled in any campaign. Lists active campaigns.
Add (campaign)
Enrolls the contact in the campaign chosen in the dropdown and confirms with a success toast.
Email sequence badge
On each email in Activity, identifies Post-Call, Auto-Cadence, Disposition, or Manual sending.
Back
Returns to the Contacts manager.
Archive / Unarchive
Archives the contact from active outreach or restores it. Archived contacts cannot be dialed.
Activity filters
Narrows the timeline to emails, calls, inbox, meetings, or history.
Booked Date
Meeting Information field for the date the meeting was booked. It cannot be set to a future day; use Meeting Date & Time for the scheduled slot.
Set By (Meeting Information)
Shows and edits who set the meeting. A recorded setter stays in the options even when they are a responder outside the client SDR assignments; an existing booked meeting cannot be cleared here.

Common questions

Open the Campaigns section. If the contact is not in a campaign, you will see an Add to a campaign dropdown and an Add button under the Current row. Pick a campaign, click Add, and the contact is enrolled right away with a confirmation toast. Only active campaigns are listed. The control is hidden once the contact already has a current campaign, since a contact is worked in one campaign at a time. Enrolling this way creates the real campaign enrollment, which lets any meeting set from this contact be tracked back to that campaign.
The dropdown and Add button only appear when the contact is not currently enrolled in any campaign. If the contact already has a current campaign, the section shows the campaign badge instead.
A badge beside the Meeting Information heading shows Saving, Saved, or Error after each field edit. Each meeting field saves independently, so you can edit several fields and watch the badge update after each one.
Each badge tells you how the email was sent: Post-Call, triggered after a call; Auto-Cadence, sent by the campaign sequence; Disposition, triggered by a dialer disposition; or Manual, sent by hand.
Call is disabled when the contact is not enrolled in an active campaign, has no callable phone number, is archived, or is on a terminal status other than the booked ones, such as blacklist or unqualified. Booked statuses, Meeting Set, Meeting Held, and Rescheduling, are enabled in meeting-followup scope. A contact opened from Contact activity on an active inbound callback is also eligible for inbound-callback scope even when normal status rules would exclude it, as long as it has a campaign and callable phone.
The campaign dialer opens with only this contact queued. For a normal prospect the URL includes ?contacts= with this contact's ID. For a booked prospect, Meeting Set, Meeting Held, or Rescheduling, it opens in meeting-followup scope (?scope=meeting-followup&contacts=). When the record was opened from an active inbound callback, it opens in inbound-callback scope (?scope=inbound-callback&contacts=), allowing recovery of that callback without normal status eligibility. You can then dial, log dispositions, and record as usual, scoped to this prospect.
Yes. When a contact is in Meeting Set, Meeting Held, or Rescheduling status and is enrolled in an active campaign with a callable phone, Call opens the dialer in meeting-followup scope. That scope includes statuses the normal dialer queue excludes and bypasses the recycle window, so the booked prospect loads directly. Logging the call does not regress the meeting status.
If you opened the record from Contact activity on an open or due inbound callback, the page verifies that the callback belongs to the selected client and enables Call in inbound-callback scope. This exception is limited to that callback context and still requires an active campaign, a callable phone, and an unarchived contact.
Yes, use the Status dropdown in the header. Pipeline statuses use the progression guard, so a contact cannot regress, for example meeting_set cannot revert to interested. Dialer-only dispositions are not shown here; change those from the dialer.
In the Contact section, Direct Phone, Direct Phone Ext, Mobile Phone, and Company Phone are individually editable. Each saves on blur or Enter.
The Assignment subsection below Country has three fields. Potential Meeting Owner and Sales Rep are free-text fields, so you can type any name. This preserves raw names from list uploads even when they do not match a SalesHive user. Potential Meeting Owner is the follow-up owner for potential-meeting records, and campaign or deal reconciliation can set or change it; explicit edits are recorded in History. Sales Development Rep is a dropdown listing users on the current client. All three save immediately.
Sales Rep is a free-text field so imported lists preserve the original rep name even when that person is not a SalesHive user. Type any name and save on blur or Enter. The dialer shows this name as a read-only row in the contact details panel.
Potential Meeting Owner is a free-text field so imported lists preserve the original owner name even when that person is not a SalesHive user. Type any name and save on blur or Enter. Campaign and deal reconciliation can also update the potential-meeting owner when the responsible campaign or assignment changes.
Tag and List Name are free-text fields in the Contact section below Job Function. Use them to group or categorize contacts, or to note which import list a contact came from. They save individually like the other contact fields.
Custom Fields appear above Outreach Stats on the contact detail card, so they are easy to find without scrolling past the stats. They only show when definitions exist for the current client.
Call-only contacts can omit an email and still use the contact record. The avatar uses the first name initial when available, or a neutral ? when both first name and email are missing, so the detail page remains usable without an email address.
It records that a future booked contact was reassigned from one meeting owner to another during owner deactivation. Past or undated booked meetings and unbooked assignments stay with the original owner for historical attribution.
No. Booked Date records the booking event and must not be in the future. Use Meeting Date & Time for the future appointment, then retry the save.
It records a change to the potential-meeting follow-up owner, either from an explicit contact edit or from campaign or deal ownership reconciliation. It helps explain why the Potential Meeting Owner shown on the record changed.
A booked meeting must retain a meeting setter so its attribution is not silently lost. Choose the correct person in Set By, or use the dedicated meeting deletion workflow when the booking itself should be removed.
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