Work with contacts, lead lists, and follow-ups

Contacts and leads serve different stages

Lead lists contain prospects collected for qualification and campaign work. Contacts represent relationship records with status, notes, tags, follow-up dates, and message history. Use stable Coldvio IDs when asking an agent to relate or update records.

Start narrow

• Search by a distinctive name, company, or headline.
• Use a low result limit, then expand if needed.
• Open the exact contact before proposing an update.
• Do not infer missing facts from similar records.

Contact status and follow-up

Supported contact statuses are new, contacted, accepted, replied, not-interested, and closed. Notes, tags, and ISO timestamp follow-up dates can be updated through the customer agent surface. Each patch is allowlisted, tenant-scoped, and confirmation-bound.

A safe cleanup workflow

Find at most 10 contacts whose follow-up needs attention. Return ID, current status, current follow-up date, proposed change, and reason. Do not update anything until I confirm specific rows.