With the Contact Cards in Autopilot, you can now view every step processed per contact, directly in the sidebar. The new Contact Detail View gives you a complete overview of your contact’s journey, all in one place.
How to access a Contact Card
Step 1: Go to the Autopilot functionality
Step 2: Click on All Leads.
Step 3: Search for or select a specific contact.
Step 4: A sidebar will open on the right-hand side of your screen.
This sidebar contains all key information related to the selected contact, divided into three main sections.
Contact Details
Here you can find:
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The contact’s name and job title
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Email address and LinkedIn profile
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The company the contact works for
This section gives you a quick but detailed summary of who the contact is and where they work.
Activity Overview
This section helps you track the contact's interactions:
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Has the contact received and opened your email?
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Has the contact accepted your LinkedIn request?
It offers valuable insight into how engaged the contact is with your outreach efforts.
Campaign Progress
This is where the functionality truly shines.
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See which steps in your Autopilot campaign the contact has completed.
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View the current step the contact is in.
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If a contact was removed from the campaign, you’ll see:
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When and why the contact was removed
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This transparency allows you to make informed decisions and take additional steps if needed, like re-adding the contact to a campaign or following up manually.
The Contact Cards in Autopilot gives you a complete picture of a contact's journey, so you can follow up with precision and improve campaign performance.