Overview
Contact Detail is the selected-client record for one prospect. Review identity, company, status, campaign, activity, meeting, Discovery, recording, and email-quality information. The Email badge uses current validation evidence. Employee users can manage supported outreach statuses and meeting details. Call can open an exact same-day redial when the signed-in user already placed a provider-backed outbound call to this contact today in the active campaign. That path bypasses only the ordinary recycle and same-day repeat rules, while status, archive, phone, blocklist, and per-contact dial limits still apply. Durable booking history separately preserves eligible meeting follow-up calls after later status changes. Client members see status as read-only unless their exact user and selected client have an active meeting-outcome grant. The Notes section distinguishes a temporary load failure from an empty history and provides Retry without hiding the note composer. Imported call evidence with no saved source result is labeled Legacy (no disposition) instead of being presented as a real no-answer or unknown outcome.
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, recording links, and the Email quality badge.
Read the Email quality badge
Check the badge beside Email. A current validator result can show Valid, Catch-all, Role address, Unknown, Invalid, Disposable, or Spam trap. Missing, expired, or unrecognized validation shows Unverified. Undeliverable means delivery failed and future sends are blocked. Hover the badge for the explanation and, when available, the last checked date.
Review or edit Discovery
In Contact Information, select Discovery to edit the contact's sales discovery text. Save the field when finished. Use the separate Notes area for the ongoing notes thread.
Load, retry, and save Notes
Open Notes for the ongoing contact thread. Loading notes appears while SalesHive reads the history. If the read fails, the section says Could not load notes. Try again and shows Retry instead of incorrectly showing an empty history. Select Retry to read the thread again. A note save failure remains a separate message beneath the composer.
Set the next Asked for Info date
When the contact status is Asked for Info and the field is editable for your role, select Next Follow-Up in Contact Information and choose the intended calendar day. Contact Detail displays and saves that exact day, including older date-only values, and the same date appears in Follow-ups, Inbox, SDR Hub, and exports.
Use the status control for your access
Employees can use the header Status menu for supported non-booking status changes. A client member normally sees a read-only status. If that exact user has an active meeting-outcome grant and the contact is currently Meeting Set, the header instead shows Update outcome with Prospect Cancelled, Meeting Held, Win, Meeting Held, Unqualified, Reschedule, and Client Handled. After an outcome is saved, the status becomes read-only.
Start a complete Meeting Set booking
Employees can choose Log a meeting in the Meeting section when the contact is not already Meeting Set. 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 when an eligible campaign or explicit follow-up path is available. If you already placed a provider-backed outbound call to this contact today in the active campaign, Call opens an exact Re-dial Today queue for this contact. SalesHive verifies that the selected contact belongs to your own called-today set before opening the queue. The path bypasses the ordinary recycle and same-day repeat rules only; status, archive, phone, blocklist, and per-contact dial limits still apply. Saved booking history separately keeps eligible meeting follow-up calls available after later status changes. Use Email when the contact has an address and your role has an available sender.
Review activity and recordings
Use Activity filters and source-record links for calls and emails. Imported old-platform calls remain visible as history. A source record with no saved result is labeled Legacy (no disposition), while an unmatched legacy result is labeled Legacy (other); neither is treated as a current CRM dial outcome. 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
- Email quality badge
- Shows the current evidence-based email result. Undeliverable blocks future sends, while Unverified means there is no current recognized validation result.
- Discovery
- Edits dedicated sales discovery text for this contact.
- Status
- Lets employees change supported outreach statuses. It cannot create a new incomplete Meeting Set.
- Update outcome
- For an exactly granted client member, records one allowed outcome while the booked contact is still Meeting Set.
- Log a meeting
- For employees, opens a local booking draft that requires a date, time, and email-capable owner.
- Call
- Opens the contact dialer for an eligible campaign or explicit follow-up path. A provider-backed outbound call placed by the signed-in user today can open an exact Re-dial Today queue, while saved booking history preserves eligible meeting follow-up paths.
- Opens a pre-addressed compose window when a sender is available.
- Open recording
- Opens a saved meeting recording or a safely matched Recorded meeting entry in Activity.
- Next Follow-Up
- Edits the contact next step. Asked for Info contacts keep the exact selected calendar day across follow-up views.
- Retry
- Reads the contact notes thread again after a temporary load failure.