Skip to main content

How to Use the People Page

Manage all your prospects—whether manually added or sourced by an Agent—from the People page.

Updated over 2 weeks ago

Overview

The People page gives you full visibility into every prospect in your CallSine account, regardless of which Outreach Agent they’re assigned to. From here, you can:


1. Understanding the People Table

Each row in the table represents a single prospect. Click a prospect’s name to open their Profile Page, where you’ll find full contact details and a history of all outreach (sent and scheduled).


Table Columns:

  • Name

  • Title

  • Company

  • Phone

  • Sent – Total messages sent to the prospect

  • Scheduled – Whether any messages are currently scheduled

  • Last Prospected – Date/time of most recent outreach

  • LinkedIn Eligible – Indicates if they can receive LinkedIn outreach

  • Email Eligible – Indicates if they can receive email outreach

  • Outreach Agent – The Agent (if any) this prospect is assigned to

  • Tag – Manual prospects can be tagged; Agent-added prospects inherit their Agent’s tag

  • LinkedIn Connected – Whether you’re connected with them on LinkedIn

  • LinkedIn Open – Whether they have an Open Profile on LinkedIn

  • Email

  • Industry

  • Location

  • Employee Count

  • Revenue Range

  • Status – Only Open prospects receive outreach


2. Actions You Can Take

You can take both individual and bulk actions from the top bar or the bulk actions menu.


Top Bar Actions:


Bulk Actions Menu (Top-Right Corner):

Click the menu icon in the top-right corner of the People Table to access bulk management options

  • Add to Call Block – Prevent selected prospects from being contacted again

  • Delete – Permanently remove prospects from your account

  • Bulk Edit – Update fields like Status, Assigned User, or Tag across selected prospects

  • Export – Download selected prospects as a CSV

  • People Total – View the number of people matching your current filters


3. Navigation Tips

  • Page Navigation – Use controls at the bottom to switch between pages

  • Records Per Page – Adjust how many prospects are visible using the Show 20 dropdown

You can view and edit up to 50 prospects at once

Did this answer your question?