Overview
Contact Detail is the selected-client record for one prospect. Review contact, campaign, activity, meeting, and safely matched recording information, then create a new meeting only after its complete booking details are ready.
How to use this page
Open and review a contact
Open a contact from Contacts. Review identity, company, status, campaign membership, outreach statistics, activity, any existing meeting, and available recording links.
Change an ordinary outreach status
Use the header Status dropdown for supported non-booking status changes. Dialer-only outcomes remain in the dialer.
Start a complete Meeting Set booking
If the contact is not already Meeting Set, choose Log a meeting in the Meeting section. Enter the meeting date and time plus an owner with an email address. Those details save together as one booking. Choose Cancel to discard the local draft.
Call or email the contact
Use Call for an eligible campaign or explicit follow-up path. Use Email when the contact has an address and a sender is available.
Review activity and recordings
Use Activity filters and source-record links for calls and emails. Employee views can show a safely matched Recorded meeting entry. Open recording uses the saved meeting recording or the matched booking-call recording link when available.
What the buttons do
- Status
- Change supported outreach statuses. It cannot create a new incomplete Meeting Set.
- Log a meeting
- Open a local booking draft. The meeting is not booked until date, time, and an email-capable owner are saved together.
- Cancel
- Close an unsaved booking draft without booking the meeting.
- Meeting Owner
- Choose the meeting owner. Owners without an email show No email and cannot complete a new booking.
- Call
- Open the contact dialer for an eligible campaign or explicit follow-up path.
- Open a pre-addressed compose window when a sender is available.
- Open recording
- Open a saved meeting recording or a safely matched Recorded meeting entry in Activity.