Overview
What is the Contacts List?
The Contacts List is where you view, filter, and manage all contacts (people) associated with accounts. It shows key info like name, company, title, email, phone, and more.
When should I use it?
To filter contacts by persona, expertise, or other criteria
To launch agentic actions or workflows on selected contacts
To add a contact for qualification & research
To assign or reassign contact ownership in bulk
Step-by-Step Guides
Filter and Save Your Default Contact View
Go to the Contact List.
Use filters to filter by owner (select yourself) and any other filters (e.g., email present, phone present, persona, expertise, ecosystem, vertical, profile strength).
Save your preferred filter as the default for quick access.
Viewing and Filtering Contacts
Quickly find the contacts you need.
Go to the Contacts Hub.
Choose either the Contacts list.
Use filters at the top to narrow down by:
ICP fit (Ideal Customer Profile)
Ecosystem or vertical
Owner (yourself or others)
Score range (how much research has been done)
Tags
Whether the contact has an account plan, is in Do Not Touch, or has contacts
Launch Workflows or Agent Actions on Contacts
Select one or more contacts using checkboxes.
Launch workflows (recommended) or individual agents (qualification, play generation, email/phone finder).
Export Contact Data
Select contacts.
Click "Export."
Choose fields to export (e.g., name, email, phone, job title, LinkedIn, DISC profile).
Download the CSV from the Agent Task Feed.
Assign or Reassign Contact Owners in Bulk
Select contacts.
Click "Assign Owner."
Choose the new owner and confirm.
FAQ
What is profile strength?
Profile strength indicates if the email is verified and if the LinkedIn profile is robust (not outdated or incomplete).
Can I filter contacts by persona or expertise?
Yes, use the filters to segment contacts by persona, expertise, or other attributes.
Can I export DISC profiles and LinkedIn insights?
Yes, select these fields during export.
Additional Notes & Tips
Use tags for custom segmentation.
You can copy email or phone directly from the list.
Use Chrome Extension for self-prospecting (recommended for adding new contacts)