Contacts is your inbox. Every person who enters one of your conversations shows up here, along with where they are in your sales process. It is the one place to see who you are talking to and who needs attention.
Reading the list
Each contact row shows:
- Contact: their real Instagram name and handle, with their profile photo. Cloziq pulls these in automatically, so you are looking at actual people, not mystery usernames.
- Lead Status: a colored badge showing where they are, like Active Conversation, Qualified, or Customer. See Understanding lead statuses.
- Tags: any labels you have added.
- Initiatives: which of your initiatives they have come through.
- Last Action: when something last happened with them, shown in your timezone.
Click any contact to open their full profile, with the conversation and everything the agent has learned about them. The list starts with your newest contacts on top.
Spotting who needs you
Contacts flagged Needs Human Intervention stand out in the list, because those are real people actively waiting on a person. Make checking them a daily habit; it is the highest-value two minutes in Cloziq. See When your agent hands a conversation to you.
The capacity meter
At the top of the page you will see how many contacts your workspace is storing against your plan's capacity. It quietly changes color as you get closer to the limit, so a full inbox never sneaks up on you. More on this in Managing contacts and capacity.
Tips
- Use search and filters to cut a long list down fast. See Filtering and searching contacts.
- The lead status is the quickest read on how a conversation is going. Learn the statuses once and the whole inbox becomes easy to scan.
- Test Agent conversations never show up here. Your inbox is real prospects only.