Contacts are the people you work with at your accounts. The Contacts page lists them all, with their account, their owners and what happened with them last, so you always know who you're talking to and who to reach next.
š” Your words may differ. uman uses the words of your CRM. With HubSpot you'll see companies instead of accounts: the Account column and step read Company, and the Accounts and Account type filters read Companies and Company type.
š„ Your contacts list
Open Contacts in the sidebar. My contacts lists the contacts you own, plus the people uman suggests at your accounts. All contacts lists the contacts of everyone in your workspace. If your workspace uses private mode, you only see your own contacts. The page is available with a Sales license.
Each row shows the contact's name, role and LinkedIn profile, followed by:
Account: where the contact works, with your own label for that account: Prospect, Customer, Partner or Not in your accounts. Click it to open the account.
Owners: the colleagues who own the contact.
Last activity: their last completed outreach task, sales meeting or recorded outcome.
Next activity: their next outreach task, sales meeting or scheduled outreach. When a task is overdue, it says how late it is.
Created: when the contact was added.
The newest contacts come first; click a column header to sort on it. Use the column picker to show First activity or hide a column. At the end of each row, your CRM's icon opens the contact in your CRM. A crossed-out icon means the contact isn't linked to your CRM yet.
Find the right people
Search by name with Search contacts..., or filter on Accounts, Account type, Department, Seniority, Country and Language. On All contacts you can also filter on Owners to see the contacts of one colleague. A filter shows up as soon as there's something to pick.
Sales admins can download the All contacts list with Export to Excel. The file follows your search and filters, and marks which rows are suggestions.
āØ Suggested contacts
Above the list, Active shows the people you already work with and Suggested the people uman suggests, each with a count. A suggestion is someone at one of your accounts who you're not in contact with yet, but who could be worth reaching. Suggestions carry a Suggested tag.
Open a suggestion to see Suggested by uman, with two ways to claim it:
Start new outreach: start a campaign for them straight away.
Add to my contacts: keep them as your contact for later.
Either way, the person moves to Active, you become an owner, and their full profile appears.
ā¹ļø Good to know. uman suggests people who match the buyer personas of your offerings, so suggestions only appear once your workspace has published offerings with buyer personas. Accounts labelled Partner get no new suggestions.
ā Add a contact
Click Add contact at the top right and go through the steps. Contact and Account are required. The other steps are optional: skip them with Next.
Contact: type a name to find the person in your workspace or on LinkedIn, or paste their LinkedIn profile URL (Search on LinkedIn helps you find it). Don't know their name? Type their job title and choose Add by job title: with what you typed.
Account: pick the account they work at from the Suggestions, or search for the company. If it isn't one of your accounts yet, you're added to it, and a company that isn't in uman yet is added as a new account.
CRM: link the contact to someone in your CRM with Link to existing contact, or create them there with Create new contact. If you haven't connected your CRM yet, you can connect it from this step. A contact added by job title skips this step.
Notes: add a note about the contact.
Outreach: pick a campaign and a Start date to start an outreach as soon as the contact is added.
Click Add contact to finish. uman adds the contact in the background: follow it in Recent activity, where View contact opens it once it's ready.
If the person already exists at that account, uman tells you (Already in your workspace) and offers View contact, or Add to my contacts when they're a colleague's contact, so you never create a duplicate.
If uman can't find the website of the contact's company, Recent activity says the contact needs input. Click Review contact, enter the company's website, and uman tries again.
š¤ Contact owners
A contact belongs to its owners. You become an owner automatically when you start an outreach with someone or have a sales meeting with them. Only a contact's owners can change its notes and sales content; everyone else sees them read-only.
The menu (ā®) at the end of each row has:
Start outreach: see Start outreach below.
Add to my contacts: become an owner of a colleague's contact.
Assign an owner: add or remove colleagues as owners.
Remove from my contacts: stop being an owner. uman asks you to confirm, and won't add you back automatically after a later meeting.
To do the same for several contacts at once, tick their checkboxes (or the one in the header to select the whole page) and pick the action in the selection bar. With several contacts, Assign an owner adds a colleague to all of them.
š The contact panel
Click a contact to open their panel. From top to bottom, it shows:
About, Contact details (location, email, phone and LinkedIn), Small talking points and Potential business challenges. Full research opens everything uman found about the person.
Owners: who owns the contact, with Add yourself as owner and Manage owners.
Activity summary: what happened with this person so far, written by uman from your meetings, outreaches and notes. Add note adds a note. When the contact is linked to your CRM, the note is synced with it.
Outreaches: every outreach with this contact and its status. If you work on the contact's account, Start new outreach starts one from here.
Signals the contact appears in, and their Sales meetings, upcoming and past.
Sales content: documents and presentations made for this one person. Add sales content creates one from your templates.
A timeline of everything that happened with the contact.
At the bottom, ask the AI chat anything about the contact, for example to prepare your next message. The menu (ā®) at the top right has Add to my contacts or Remove from my contacts.
Link a contact to your CRM
At the top of the panel, a contact's owners can link it to your CRM: select Link to contact in followed by your CRM's name, then find the contact in your CRM or create it. If you haven't connected your CRM yet, the button says Connect to instead. Once the contact is linked, the button shows your CRM's name, with View contact in your CRM, Link to another contact and Remove linked contact.
When uman has a different job title, email or phone number than your CRM, a Sync button appears next to it. It opens Sync to CRM, where you choose which details to send to your CRM. Right after you link a contact, it opens by itself if there's something to update.
š¤ Start outreach
Start an outreach to reach a contact with one of your campaigns. uman prepares every step and puts it on your Tasks page when it's due.
One contact: choose Start outreach in the row menu, or Start new outreach in the panel. Pick a campaign under Select outreach campaign, choose a Start date (Today, Tomorrow, Next week, In 1 month or Pick a date), and select Start outreach. If you already have an outreach with this person, pick it in the list and select Open outreach instead of starting a second one.
Several contacts: tick them and choose Start outreach in the selection bar. Pick one campaign and one start date for all of them. Contacts who are already in one of your active campaigns are skipped (Skip these contacts); untick it to include them anyway. The button shows how many outreaches will start.
Progress shows in Recent activity, where View outreaches takes you to your tasks. If some outreaches couldn't start, only those contacts stay selected so you can try again. Starting an outreach makes you an owner of the contact. With a start date in the future, the outreach is Scheduled until then.
You can also reach out from an account or a signal: see Managing your accounts and Reviewing and acting on signals. To work through the steps of your outreaches, see Working through your tasks. To build your own campaigns, see Campaigns.