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People

One unified list for every person in your workspace — contacts, prospects and candidates — with role-filter tabs, per-row role chips, and a single shared detail file per person.

Unified People page — role-tab filters and shared detail file

One List, Role Tabs

People merges contacts, prospects and candidates into a single list rather than three separate pages. Tabs at the top filter the same list by role so you never lose track of who's who.

All — every person in your workspace, regardless of role.
Prospects — people you're selling to (business development targets).
Candidates — people you're placing (talent).
Unassigned — people with no role yet — newly imported or enriched contacts awaiting triage.

Role Chips

Each row carries small role chips — P for prospect, C for candidate — so you can see at a glance whether a person is a buyer, talent, or both. A single person can hold both roles at once; the chips make that dual status visible without opening the file.

Shared Detail File

Every person has one detail file at /people/<id>, no matter how many roles they hold. The file opens with role-aware tabs so you see only what's relevant.

Overview — core identity: name, title, company, email, phone, location, LinkedIn.
Activity — the full timeline across all roles — emails, calls, meetings, notes.
Prospect tab — appears when the person is a prospect — pipeline stage, campaign enrolment, outreach history.
Candidate tab — appears when the person is a candidate — candidacy detail, CV, screening and call prep.

Because the file is shared, enriching a contact once benefits every role — a phone number found while prospecting is the same number you call as a candidate.

Search

Search across name, title, company, email and phone from the single search bar. One query spans the whole list; the role tab you're on scopes the results. Wrap words in double quotes for an exact phrase — "process operator" matches that phrase in one field, while the unquoted words would match anyone with each word somewhere in their record.

Bulk Actions

Select people and apply an action across the whole selection. Credit-consuming actions confirm the count and cost before charging.

Find Email — run email enrichment across selected people. 2 credits per contact found.
Find Phone — run phone enrichment. 2 cr per phone found (direct dial or company line).
Verify Email — verify email validity. Free (uses your monthly verification allowance).
Enrol in Campaign — enrol selected people into a chosen campaign.
Add to Hot List — copy selected people to a Hot List.
Add to Desk as Prospect (buyer) — link selected people to a client Desk as buyer-side prospects.
Add to Reverse Market Profile — link selected candidates to a Reverse Market Profile.
Add to Talent Pool — pool selected candidates directly against a client.
Make Prospect / Make Candidate — assign a role to selected people, moving them off the Unassigned tab.

Import

  1. SEEK — open the SEEK import slide-out to bring inbound applicants into your People list as candidates.
  2. CSV — upload a CSV to bulk-import people; rows are de-duplicated against existing records.

Related

Enrichment — how finding emails and phones works. See Contacts & Enrichment.
Prospect stages — how prospects move through the pipeline. See Prospects & Pipeline.