Contacts list: columns and filters
This is the complete catalogue of every column you can show on the Contacts list and every filter you can narrow it by. Use it as a lookup when you are building a view, exporting a segment, or deciding which fields to surface for a team. The Contacts list is available to anyone with access to the workspace.
Columns
Section titled “Columns”The Name column is always shown and cannot be removed. Every other column can be toggled on or off from the column picker. The list below is in display order. Almost every column can also be sorted by clicking the arrow control beside its heading - the exceptions are Tags and LinkedIn. The first click leads with the strongest end of the column (biggest, newest, best-fitting) and Name leads A to Z; see Sort the lists for what “in order” means per column, including Email, Phone, and Profile Strength, which each order in a way worth knowing before you trust the top row.
| Column | What it shows |
|---|---|
| Name | The contact’s name, with an avatar and a link to the contact detail page. The avatar shows the person’s profile photo when one was found while enriching them from LinkedIn, and their initials otherwise. Also surfaces status markers: Do Not Touch, deletion in progress, merge in progress, and a marker when the record was deleted in the connected CRM. A working indicator appears while an agent is running on the contact. |
| Company | The account this contact belongs to, linked to the account detail page. |
| Account website | The website domain of the contact’s account. |
| Account Score | The account’s strength score, shown as a colored ring with the number inside. When the account has no score yet, the cell offers the research that produces one. |
| IBP | Whether the contact is an Ideal Buyer Profile match: Yes, No, or Inconclusive. A No carries its reason in the chip itself where one was recorded - No: Left the company, No: Employment unverifiable, No: Expertise mismatch, No: Seniority mismatch, or No: Technical issue - so you can read why down the column without hovering. A lock marker appears when the status has been set manually. It sits this far left on purpose - the fit verdict is the first thing most people scan a contact list for, so it is visible without scrolling sideways. |
| Job Title | The contact’s job title. |
| The contact’s primary email behind a verdict icon: green when it is checked and safe to send, orange when it is worth checking first, red when it should not be used, neutral when nothing has been checked. Hover the value for the details card with the check result, the source, and every other address on file, each of which can be promoted from there. If a search has run but no usable email was found, the cell reads “No valid email found” and hovering it offers the next steps. See which value the record leads with. | |
| Phone | The contact’s primary phone number, with the same verdict icon and the same details card - on a verified number the icon takes the colour of its intent priority. Each number’s location line says where its dialling code is registered and whether that fits the contact’s own location; a mismatch is marked orange, and on an unverified number it is what turns the verdict orange. See Where a number is registered. |
| Type | The contact’s IBP type, taken from the matched persona. An open-setup icon next to it opens that persona’s setup. A warning marker appears when the persona behind it no longer exists; hover it to act on that, see when a qualification target was deleted. |
| Expertise | The contact’s IBP expertise, taken from the matched persona. Carries the same warning when the persona no longer exists. |
| A link to the contact’s LinkedIn profile, when known. | |
| Plays | The number of plays generated for the contact, shown as a chip; a zero shows the action that fixes it instead. |
| Ecosystem | The ecosystem of the contact’s account. A warning marker appears when the account’s qualification target no longer exists. |
| Vertical | The vertical of the contact’s account. Same warning when the qualification target no longer exists. |
| Owned by | The owner of the contact. A lock icon beside the owner means the contact’s ownership is locked against the ownership rules. |
| Profile Strength | How complete and reliable the contact’s profile is. Values: Evaluating, Strong, Weak, Very weak, Invalid, Unable to verify, Unverified. Hover for the reasoning behind the rating. |
| Tags | The tags on the contact, with an Add Tag action. Shows the first four and a “+N” overflow. |
| Last updated | The date the contact was last changed. |
| Source | Where the contact came from: the connected CRM, Contact Finder, Chrome Extension, Manual, Webhook, Eva, and the other places a record can enter the workspace. Webhook means the contact was pushed in over the API by one of your own automations rather than typed in by a person. |
| Created at | When the contact was added to the workspace, whichever way it arrived. Sort on it to see the newest contacts first - the quickest way to review what a Contact Finder run, an import, or a CRM sync just brought in. |
| Contact research agents | One column per contact research agent that is set up. Each shows that agent’s latest output for the contact, with a clock icon giving the answer’s age (Fresh, Aging, or Stale). The column heading is the agent’s name. Sorting the column orders by when the answer was written, not by its text. |
| Play columns | One column per Play in your library. Each shows that play’s result for the contact - Generated, Not Applicable, Failed, or None - and hovering a generated result previews the copy (subject line and body, or each step of a sequence). A clock icon beside it gives the copy’s age (Fresh, Aging, or Stale), which is how you spot a play written against a picture of the account that has since moved on. The column heading is the play’s name. Sorting the column orders by when the play was last written. |
| Custom fields | One column per custom field defined for contacts. Each shows the field’s value for the contact. The column heading is the field’s name. |
Account website, the contact research agent columns, the per-play columns, and the custom field columns are off by default; the rest are on by default and can be hidden.
What an empty cell offers you
Section titled “What an empty cell offers you”An empty cell is not just a blank. Where the workspace knows what would fill it, the cell shows the action that does so, right there in the row - so a gap you spot while scanning the list is one click from being closed, with no trip to the detail page and no selecting the row first.
| Empty column | What the cell offers | When it appears |
|---|---|---|
| Find email (Email/Phone finder), already set to search for an email only | Whenever no email is on file. Qualification is not required - the finder runs for any contact. | |
| Phone | Find phone (Email/Phone finder), already set to search for a phone only | Whenever no phone number is on file. |
| IBP, Type, Expertise | Qualify (Qualification agent) | Whenever the value is blank. |
| Account Score | Research (Research agent on the account), narrowed to your signal research only | Only when the contact has an account and that account’s ICP is Yes. The score belongs to the company, so this runs against the account rather than the person. |
| A contact research agent column | Research (Research agent), with that column’s agent already selected in the window | Only when the contact’s IBP is Yes and that agent is assigned to the contact’s persona card. |
| Plays | Generate plays | Only when the contact has no plays yet, its IBP is Yes, and its persona card still exists. |
| A play column | Generate play, with that column’s play already selected | Only when the contact’s IBP is Yes. An unqualified contact would be stopped by the pre-check anyway, so the cell does not offer it. |
| Owned by | Assign owner | Whenever the contact has no owner. |
| Custom fields | The inline edit control, always visible rather than appearing on hover | Whenever the field has no value. |
Each agent button carries its label in the cell rather than revealing it on hover, so a column of gaps reads as a column of offers you can scan without pointing at each one. An Email or Phone cell that has never been searched shows only the finder button, with no “not searched” placeholder next to it - the button already says as much. Once a search has run and come back empty, the source marker reappears beside the button so you can see when it last looked; the fuller wording still shows on the contact’s detail page, see No email or phone found.
The agent buttons follow the same permission as launching an agent anywhere else, and Assign owner and inline editing follow the accounts and contacts edit permission. If you only have view access, empty cells stay blank. Launching from a cell opens the same window you would get from the actions bar, so you still choose the settings and confirm before anything runs. See Teams, roles, and permissions.
When a qualification target was deleted
Section titled “When a qualification target was deleted”If the persona card a contact was qualified against is later deleted, the contact keeps its verdict but that verdict no longer points at anything live. The Type and Expertise values turn amber and carry an orange warning marker, which also appears beside the contact name on its detail page. The same treatment appears on the Ecosystem and Vertical columns when it is the account’s ecosystem or vertical that was deleted.
Hover the marker and it tells you Persona was deleted, then offers the two things worth doing about it:
- Show all contacts like this - reloads the Contacts list filtered to every contact in the same state, so you deal with the whole set at once. Deleting a persona card usually orphans a batch, not a single person.
- Requalify - runs the Qualification agent on this contact so it lands on a persona that still exists.
Take the first after restructuring your persona cards, the second when it is one stray record. A stale verdict is worse than no verdict: it reads as a decision your team made, when the basis for it no longer exists. See Run a qualification.
Filters
Section titled “Filters”Open the filter panel above the Contacts list to narrow it. Search is always present; the rest are expandable filters. Most accept multiple values at once. The values shown in each dropdown are drawn from your own data, so a filter only offers options that actually exist in your workspace.
| Filter | What it narrows by | Values / behavior |
|---|---|---|
| Search | Free-text search across contacts. | Any text. |
| IBP | Whether the contact is an Ideal Buyer Profile match. | Yes, No, Inconclusive. Choose multiple. |
| Freshness: Qualification | How recently the contact was qualified. | Fresh (under 14 days), Aging (14 to 30 days), Stale (over 30 days), Never. |
| Freshness: Research | How recently research last ran on the contact. | Fresh (under 14 days), Aging (14 to 30 days), Stale (over 30 days), Never. |
| Has email | Whether the contact has a usable email. | Single choice: Yes or No. “Yes” means the contact has a primary email whose verification result is Safe to send, Accept all, or Unverified (an Invalid result does not count) - or one you locked, which counts whatever its verification result says. |
| Has phone | Whether the contact has a phone number. | Single choice: Yes or No. |
| Has buying signals | Whether the contact carries at least one buying signal that research answered positively. | Single choice: Yes or No. |
| Has plays | Filters by the contact’s play results. | Generated, Not Applicable, Failed, and None (no plays at all). Choose multiple. |
| Ecosystem | The ecosystem of the contact’s account. | Your configured ecosystems. Choose multiple. Shown only when the Ecosystem column is enabled. |
| Vertical | The vertical of the contact’s account, grouped under each ecosystem. | Your configured verticals. Choose multiple. Shown only when the Vertical column is enabled. |
| Type | The contact’s IBP type. | The types defined across your persona cards. Choose multiple. |
| Expertise | The contact’s IBP expertise. | The expertise areas defined across your persona cards. Choose multiple. |
| Do not touch | Whether the contact is marked Do Not Touch. | Single choice. |
| Ownership locked | Whether the contact is locked against the ownership rules. A locked contact is never assigned or reassigned automatically, and never follows its account’s owner. | Single choice. |
| Owner | The owner of the contact. | Your team members. Choose multiple. |
| Profile Strength | The contact’s profile strength rating. | The profile strength values present in your data: drawn from Evaluating, Strong, Weak, Very weak, Invalid, Unable to verify, Unverified. Choose multiple. |
| Updated at | The date the contact was last changed. | A from / to date range. |
| Tags | The tags on the contact. | Your existing tags. Choose multiple. In the advanced filter builder, also available as Contains / Does not contain to match part of a tag name (useful for patterned tags, like a recurring campaign or cohort naming scheme). |
| Owner CRM | The contact’s owner as recorded in the connected CRM, grouped by CRM. | The owners present in your CRM. Choose multiple. |
| CRM Object type | The kind of record the contact maps to in the connected CRM. | The object types present in your CRM. Choose multiple. |
The Contacts list also offers saved view templates and a wider advanced filter set built on the same fields; the basic panel above is what you see by default.
Quick filter chips
Section titled “Quick filter chips”The Quick filters bar above the list applies the same conditions as the panel, in one click, with a live count on each chip. Chips in the same group replace one another; chips in different groups combine. See Filter contacts for how to use and customize the bar.
| Chip | Group | What it keeps | Pinned by default |
|---|---|---|---|
| My contacts | Ownership | Contacts owned by you. | Yes |
| IBP Yes | Qualification (one at a time) | Contacts qualified Yes against the persona work assigned to them. | Yes |
| IBP No | Qualification (one at a time) | Contacts qualified No, for any reason. | No |
| IBP Inconclusive | Qualification (one at a time) | Contacts whose qualification came back undecided. | No |
| Left company | Qualification (one at a time) | IBP No with the recorded reason that the person no longer works at the company. | Yes |
| Persona mismatch | Qualification (one at a time) | IBP No with the recorded reason that expertise or seniority does not match the personas. | No |
| Not checked | Qualification (one at a time) | Contacts qualification has never run on. | No |
| Needs requalification | Qualification (one at a time) | Contacts whose qualification has gone stale, the same Stale window as the Freshness: Qualification filter. | No |
| Missing email | Missing information | Contacts with no email, excluding anyone searched for in the last 90 days. | Yes |
| Missing phone | Missing information | Contacts with no phone, excluding anyone searched for in the last 90 days. | Yes |
| No plays | Missing information | Contacts with no plays written for them. | No |
| CRM | Source (one at a time) | Contacts that originated in a connected CRM. | No |
| Contact Finder | Source (one at a time) | Contacts the Contact Finder agent added. | No |
| Chrome extension | Source (one at a time) | Contacts added through the browser extension. | No |
| Manual / imports | Source (one at a time) | Contacts created by hand or brought in by import. | No |
| Recent tasks | Recent tasks | Not a condition: a picker that scopes the list to the records one agent or workflow run touched. | Yes |
The Manual / imports chip means records a person created in the workspace. Records your own automations push in over the API carry the Webhook source instead, so that chip does not catch them - read the Source column, or filter on it directly, when you want those.
Where a broad chip and a more specific one both match - IBP No and Left company describe the same contact - only the specific chip is shown as active, so the bar reads as the tightest true statement about the list.
Custom shortcuts you save appear alongside these under Custom filters. Pins, renames, and custom shortcuts are personal and stored in the browser you set them in; a saved view is the shareable, portable equivalent.
CRM activities and opportunities (advanced filters only)
Section titled “CRM activities and opportunities (advanced filters only)”When a CRM is connected, the advanced filter builder carries two extra groups built on what syncs in from it: CRM activities and CRM opportunities. On the Contacts list they answer at two levels:
- The contact’s own history. The groups at the top level of the picker match activities logged with this person and opportunities they are attached to - “contacts I have emailed”, “contacts with no logged call”, “contacts attached to an open deal”.
- Their account’s history. The same two groups also appear inside the Account group, so you can hold a persona-fit contact against what has happened at the company - “persona-fit contacts at accounts with an open opportunity”, “reachable contacts at accounts nobody has touched in six months”.
The fields in each group, what they mean, and the caveats that come with them are identical to the account side: see CRM activities and opportunities. One difference worth knowing: an account’s history counts activities and opportunities linked through its contacts as well as its own, so an Account condition can match on a colleague’s interaction with someone else at that company, while the contact-level groups only ever match this person’s records. That matters most on the three yes/no activity questions - Has meeting material, Has unanswered inbound, and Has open task - where asking them at the contact level is how you find the person who is owed a reply or a task, rather than the company that is.
Eva-only: internally “IBP” is the contact-level Ideal Buyer Profile match (Yes / No / Inconclusive), distinct from the account-level qualification status. The “Type” and “Expertise” columns and filters map to the persona’s IBP Type and IBP Expertise fields. The Profile Strength filter is data-driven (it lists the strength values actually present in the workspace), so all seven values - Evaluating, Strong, Weak, Very weak, Invalid, Unable to verify, Unverified - can appear when the data contains them.