Contact View
Navigate and understand the comprehensive contact view in RevvedUp.
The contact view provides a complete picture of each prospect, including their campaign history, research insights, and engagement data. This guide helps you navigate and leverage all the information available.
Contact Header
At the top of every contact view:
Contact name with status indicator showing processing state
Current role and company (e.g., "Senior Director of Enablement at Rebel Learn LLC")
Process Contact button - Start or continue processing this contact
Navigation tabs - Overview, Research, Revveal, Contact Details
For complete details on contact status indicators, see Managing Contacts - Contact Statuses.
Accessing Contact View
There are multiple ways to reach the full contact view:
From Campaign Contacts List:
Click on the contact's name to open full view
Use Cmd+Click (Mac) or Ctrl+Click (PC) to open in new tab
Clicking anywhere else in the row will open up the contact sidebar
From Contact Sidebar:
Click the expand icon (⬚) in the sidebar header
Opens the full contact view with all tabs
From Search:
Search for any contact across your account
Click their name in results
Contact View Tabs
Overview Tab
The default view showing the contact's complete engagement timeline across all campaigns.
Campaign Activity Timeline
The Overview tab displays all campaign interactions with this contact:
Campaign name with status (e.g., "Executives_Targeting_Manufacturing" - Active)
Email preview showing the message that was sent
Navigation between messages using left/right arrow buttons (one message displayed at a time)
Action buttons on each message:
Edit - Modify the email (only available if not yet sent)
Campaign icon - Navigate to the campaign
Page icon - View the landing page (if created)
Sequence icon - Preview the entire sequence in a modal
Page View Analytics
When a contact visits a landing page:
Analytics appear nested under the relevant campaign
Clickable entries - Click any page view to see detailed visit information
Visit summary showing timestamp and key actions
For detailed page view analytics information, see Page View Analytics.
About the Contact
Collapsible card showing:
Enrichment status (e.g., "Enriched 3 days ago") with "Rerun Enrich" option
Email address with domain
Phone number (if available)
LinkedIn profile with handle
CRM status - Shows "Not in CRM" with "Push to CRM" link or connected status
Created date with timestamp
Additional Information dropdown - Contains all data mapped to RevvedUp that isn't displayed elsewhere:
Custom fields from CSV imports
Template variables
Resource assignments
Industry classifications
Any other collected data points
Page Section
Shows landing page generation status:
Generation status message
Generate button to create personalized page
Edit button to open the page editor for that contact (only availalbe if page already generated)
Prospect Score
Displays match quality indicators:
ICP Match with letter grade (A-F) and ICP name
Persona Match with letter grade and persona name
Hover over scores to see reasoning
Company Section
Company details including:
Company name and logo
Industry classification (e.g., "IT Services and IT Consulting")
Website and social links
Working History
Timeline of the contact's career progression:
Current position with company name
Previous roles with duration (e.g., "almost 8 years")
Role titles and companies
Prospect Score
Shows how well this contact matches your ideal targets with ICP and Persona scores.
For detailed information on scoring, see Contact Scoring.
Research Tab
Displays AI-generated insights about the contact. Content includes:
Personalization Strategy - Engagement approach summary
DiSC Profile - Personality assessment with communication guidance
Buyer Priorities - Ranked list of what matters to this contact
Buyer Challenges - Top 5 challenges they face
Company insights - Various sections based on research
Other - Many additional research steps that help you before calling a prospect
We believe strongly in world class research leads to world class outreach, which is why we put so much effort into nailing the research aspects of RevvedUp. For detailed information, see Contact Personalization.
Revveal Tab
Custom Q&A results specific to this contact.
Adding Questions
Add Questions button - Located in the top right corner above the question list
Opens modal to select and run additional Revveal questions
Viewing Answers
Each Revveal question shows:
Question text as collapsible header
AI-generated answer with formatting
Source citation (website, 10K report, or RevvedUp research)
Processing indicator for pending answers
Managing Questions
Rerun questions: Click the refresh icon (🔄) to get updated answers
10K indicator: Shows when financial documents were analyzed
For more information:
Revveal Overview - Complete Revveal system guide
Revveal Configuration - Setting up and managing questions
Campaign Settings - Add Revveal questions that run automatically for all new contacts
Contact Details Tab
Central location to see all collected information about the contact in one place, organized into expandable sections.
CRM Integration
CRM integration features only appear if you have an active CRM connection configured.
Prerequisites
CRM must be connected in your account settings
See CRM Integration Setup for configuration
Syncing Individual Contacts
When CRM is connected, the About the Contact section shows:
Not in CRM status for unsynced contacts
Click Push to CRM link to sync this contact
Once synced, the contact name becomes clickable to open in your CRM
Automatic Sync
For contacts imported from CRM:
Changes sync automatically
No manual push required
CRM link always available
For bulk sync operations and detailed sync behavior, see CRM Sync.
Quick Actions
From Contact View Header
Process Contact - Yellow button to start or continue processing
From About the Contact Section
Rerun Enrich - Update contact information
Push to CRM - Sync non-CRM contacts
From Page Section
Generate - Create personalized landing page
Navigation Tips
Click tabs to switch between Overview, Research, Revveal, and Contact Details
Use browser back button to return to campaign contacts list
Cmd/Ctrl+Click links to open in new tabs
Best Practices
Regular Review
Check Research tab before calls
Review Revveal answers for talking points
Note ICP/Persona scores for prioritization
Verify contact details are current
Using Insights
Reference DiSC profile for communication style
Address identified buyer challenges
Align with stated priorities
Use Revveal answers for personalization
Related Documentation
Contact Personalization - Deep dive on AI insights
Managing Contacts - Bulk operations and management
CRM Sync - Integration details
Revveal Overview - Custom Q&A system
Pro tip: The contact view is your command center for personalized outreach. Spend time here before important calls or when crafting custom messages - the insights will dramatically improve your effectiveness.
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