Overview
The Profile Page gives you a full picture of a prospect: who they are, how they entered your system, and how your team has engaged with them. It’s split into two main sections:
Left Panel: Prospect information
Right Panel: Outreach and engagement history
You can move between records using the Back button (top left) to return to the People Table, or the arrow buttons (top right) to switch between adjacent prospects.
Left Panel: Prospect Information
This section shows the raw data for a prospect—everything the Agent has pulled or you've manually added. Above the individual tabs, you’ll see the prospect’s name, avatar, email address in addition to a button that navigates directly to their LinkedIn profile.
Profile Tab
Displays biographical and account-level details. Edits can be made using the pencil icon at the top right of the tab.
First Name / Last Name
Job Title
Company Name
City / State
Industry
Phone
Company Website
LinkedIn URL
Work Email
Status – Current status in the engagement workflow (e.g., Open, DNC, In Conversation)
Tag – Any custom segmentation tags applied
Assigned User – Team member responsible for this contact
Email Provider – Email platform associated with the contact (e.g., Mimecast)
LinkedIn Tab
Displays enriched LinkedIn data: job history, skills, education, and posts.
Tip: You can engage with a prospect’s posts directly from this tab using AI-generated comments.
Activity Tab
Shows all logged outreach activity—both items in sent and draft status.
Notes Tab
A space for internal notes, call outcomes, or contextual info.
Tip: You can also add notes from the top right of the Profile Page using the note or trophy icons.
Intelligence Tab
Displays AI-generated prospect insights, similar to what appears on the Agent > People tab or in the Power Dialer.
Right Panel: Outreach & Engagement History
This panel shows how your Agents have interacted with the prospect—emails, LinkedIn messages, calls, and more.
Tasks Tab
View all outreach tasks across channels.
You can:
See which Agent created the task
Identify the outreach type (email, LinkedIn, call)
Check the sent date/time
Preview the outreach content as generated by the Agent
Emails Tab
Shows all email threads with the prospect—both sent and received—through CallSine.
LinkedIn Tab
Displays all LinkedIn activity from your team, including connection status and message history. You’ll also see who on your team is connected to the prospect and whether their profile is open.
Calls Tab
Tracks outbound call activity, including:
Call outcome
Associated notes
Follow-up actions