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Find and manage a contact

Everyone who has written to your connected accounts becomes a contact, sorted by the AI. Here is how to find one and act on it.

Updated 5 steps

Steps

  1. Open Contacts in the sidebar.
  2. Search by name, company or headline, or narrow the list by kind (Leads, Pitches or Noise), company or stage.
  3. Choose a contact to see their details.
  4. To write to them, choose Open conversation. To see their LinkedIn page, choose the LinkedIn icon.
  5. For everything else, open More actions (⋯) on their row.

What you will see

The list shows everyone who has messaged your connected accounts, with their company, kind and stage.

The Contacts page: a searchable list of everyone who has messaged your connected accounts, with filters for kind, company and stage.
The Contacts page: a searchable list of everyone who has messaged your connected accounts, with filters for kind, company and stage.

Good to know

  • Contacts are created for you from your conversations: you never type them in.
  • If someone asks you to delete their data, choose Erase personal data in More actions. This cannot be undone.
Move people through your pipelineContacts and pipelineWhat Lead, Pitch and Noise meanInboxAnswer a conversation from the inboxInbox
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Still stuck?Contact support at info@bluetier.ai and the BlueTier team will help.

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