Contact status pipeline tabs

At the top of the Contacts list is a row of quick-filter tabs that mirror your sales pipeline. Each tab shows a count, so you can see at a glance how many contacts sit at each stage. Click a tab to filter the list.

The tabs

• All — every contact (subject to your other filters).
• New — recently qualified contacts (created in the last couple of days), so you can jump on fresh leads.
• Demo scheduled — contacts with an upcoming or rescheduled demo booked for today or later.
• Demo done — contacts whose demos have been completed.
• In follow-up — contacts with the status In Follow Up.
• Interested — contacts with the status Interested.

How tabs work with search and filters

Tabs stack on top of your search and filters. Selecting a tab narrows the list to that pipeline stage, and any active search terms or dropdown filters still apply.

Tip: Use New at the start of your day to catch fresh leads, then In follow-up and Demo done to keep momentum on deals in progress.