The People tab lets you view key information and metrics about all contacts in the sequence, as well as quickly manage, add, or remove them as needed.
General information
The preset filters help you quickly sort the contacts by their status: All, Opened, Replied, Bounced, Opted Out, Calls, Clicked, My (for Team Edition).
You can sort your contacts by Lead's Progress or History on the left, and pick the step you want to check.
Lead's Progress shows contacts who are currently on that step, so those waiting for it to be processed.
History shows contacts who have already completed a step. For example, if you choose Step 3, you'll see everyone who has finished Step 3.
This way, you can easily keep track of where your prospects are and what's coming next.
You can customize your view by clicking the ⚙️ icon - rearrange columns by dragging, add or remove columns, or reset the layout to the default view.
There are two similar columns: Opens and Views.
Opens counts how many unique times an email was opened (each email is counted once per recipient).
Views shows how many times each email was viewed by the recipient.
For more details, please see this article.
When you select one or more contacts in the People tab, you can perform various actions, such as validating email addresses, changing their status, moving contacts between sequences, and more.
Add / Remove contacts from a sequence
To add contacts to a sequence, click the Add contacts button at the top-right corner of the People tab. For detailed steps, please see this article.
To remove contacts from a sequence:
Select the contacts in the People tab.
Click Remove from sequence.
Validate email addresses
To validate email addresses in bulk:
Select the contacts in the People tab.
Click the email icon to start email validation.
Please note that email validation requires email validation credits.
Move to a sequence
You can move selected prospects from one sequence to another:
Select the contacts.
Click Move to sequence.
Choose the new sequence and the step.
Use the toggle to either keep the contacts in both sequences or move them only to the new one.
Move to a list/ Remove from a list
Select contacts.
Click Move to lists.
Choose the list you'd like to move them to and tap Apply.
If you'd like to remove contacts from a list:
Select the contacts.
Click Move to lists.
Unselect all lists and click Apply.
This will remove the contacts from any lists they were previously part of.
Move to an account
To move contacts to a specific account (company):
Select contacts.
Click Move to account.
Select the target account and confirm the changes.
💡One contact can only be in one account at a time.
Change status
To update the status of one or more contacts:
Select the contacts you want to update.
Click Change status.
Add new statuses by clicking + or remove existing ones by clicking – next to them.
Click Set status to save the changes.
💡 Some statuses have restrictions. For more details, check the article on contact statuses to understand which changes are allowed.
Change the sending email
If you add or remove email accounts from a sequence, some contacts may need to be reassigned to a different sending email.
To update the sending email for contacts:
Select the contacts you want to update.
Click Change sending email.
Choose the connected email account you want to use and click on Apply.
The selected contacts will now use the updated email account for all future sequence steps.
Change the sending LinkedIn account
Similarly, when you add or remove LinkedIn accounts from a sequence, some contacts may need to be assigned to a specific LinkedIn account.
To update the LinkedIn account for contacts:
Select the contacts in the People tab.
Click Change sending LinkedIn account.
Choose the LinkedIn account to use for sending messages.
All messages and actions for these contacts will now be executed from the assigned LinkedIn account.
Log a meeting booked
You can manually record meetings scheduled with your contacts.
Select the contacts in the People tab.
Click Log a meeting booked.
Enter the meeting details and click on Log a meeting to save it.
Change contact owner
To assign contacts to a different team member:
Select the contacts in the People tab.
Click Change owner under More.
Select the team member you want to assign the contacts to and click on Apply.
All selected contacts will now be managed by the new owner.
Export to CSV
To download contact details as a CSV file:
Select the contacts you want to export in the People tab.
Click Export to CSV under More.
Choose the type of export:
Basic fields
All fields
All fields with replies
Basic fields with clicks
Basic fields with opens
Basic fields with bounces
A CSV file containing the selected contacts and the chosen data will be generated for download.
Set stage
To update a contact's stage in your workflow:
Select the contacts in the People tab.
Click Set stage under More.
Choose the stage.
See this article to learn more about managing contact stages.
Blacklist / Unblacklist
To control whether a contact can be contacted, you can blacklist or unblacklist them.
Select the contacts in the People tab.
Click Blacklist under More to prevent them from receiving further emails or LinkedIn messages.
Click Unblacklist to allow communications again.
Pause / Activate sequence
To pause or activate a sequence, use the toggle at the top right corner of the People tab.
The counter in the top-right corner shows how many emails have been sent in the past 24 hours. This helps you monitor your sending activity while the sequence is running.
Add a custom smart filter
Custom smart filters let you quickly sort contacts by specific parameters. You can combine multiple properties to narrow down exactly the contacts you want to see.
To create a custom smart filter:
Click Create new filter in the People tab.
Enter a name for your filter in Filter name.
Select a property in the Property field (e.g., Added on, Sequence, Opens).
Choose a condition in the Condition field (e.g., Exactly, More than).
Enter the value for the condition (e.g., Opens more than 2 times).
Click Save.
Let's take a look at the filter example above:
Sequence is Outreach
Sequence is Engaged Leads
Opens more than 2 times.
💡 Since we're using the same property (Sequence) twice, the system uses OR logic: it returns contacts who are in either the Outreach sequence or the Engaged Leads sequence, and who have opened emails 2 or more times. Contacts do not need to be part of both sequences.
Once saved, your filter will appear in Saved Filters. If you want to use a filter only once, click on Apply instead.