
People and Companies
Two tabs sit under the page title: People and Companies. Your tab choice is kept in the address (?tab=companies), so you can bookmark it.
The People tab
Each row is one person, 25 per page, with these columns:
The reach icons are shortcuts. Click the email or phone icon to copy the value. Click the LinkedIn icon to open the profile in a new tab.
The … menu at the end of a row can open the CRM record, open the LinkedIn profile, copy the email, or copy the phone number.
A person only gets a CRM record after a reply. Until then the CRM column shows a dash and clicking the row does nothing. Once they have a record, clicking the row opens it. See CRM overview.
The Companies tab
Each row is a company, identified by its domain. Columns are Company, People (how many people you have there), Outreach, Links (website and LinkedIn page) and Updated. Click a company to jump to the People tab, searched by that company’s domain. Companies are created as people are imported, so this tab is empty until you have people.Search
The search box searches the current tab.- People: email, LinkedIn URL, name, title, company name and domain, plus any extra imported columns.
- Companies: name, domain and their extra imported data.
Filter people
Click Filter on the People tab. A badge shows how many filters are on, and Clear all resets them.- Campaign: All campaigns, Email campaigns, LinkedIn campaigns, or Not in campaign.
- CRM category: Customer, Interested, Not interested or Other.
- Subcategory: the stages under the category you picked.
- CRM state: unclassified, classifying, action required, waiting, idle, paused, closed or error.
- Has email and Has LinkedIn: only people you can reach on that channel.
- AI changed: people whose AI classification changed and hasn’t been acknowledged yet.
Sort
Open the More options menu (three dots in the toolbar) and pick a sort. Click the same option again to flip the direction.- People: Last updated, Date added, Name, Company, Title, Email.
- Companies: Last updated, Name, Domain, People.
Do Not Contact and suppression
The Leads page itself doesn’t show a Do Not Contact flag. Two separate protections apply when you send, and both are enforced by the server, not just hidden in the UI.- Do Not Contact is set on a person from their CRM record (Mark do not contact). It is global to the person, so it blocks sending on every channel. Sending from the CRM, email sequences and LinkedIn inbox replies all refuse a person marked this way. A WhatsApp send is refused too. Clear it from the same menu to allow sending again.
- The suppression list holds email addresses that must never receive outreach. Reasons are unsubscribed, bounced, manual and complaint. It is checked before every send, and email imports skip suppressed addresses so they never appear as campaign leads.
Related
Import leads
Bring people in from a CSV or Excel file.
Custom fields
Add your own fields to people and companies.
CRM overview
What happens once someone replies.
Tables
Build and enrich lists before they become leads.