How do Contacts, Smart Leads, and prospect lists relate?
Category: Contacts & prospects
Contacts is the searchable directory of people who interacted with your agents—filter by status, tags, prospect lists, flows, UTMs, device, and dates. Export with streaming CSV when you need offline analysis.
Smart Leads highlight high-intent captures. A LinkedIn message-flow reply classified as positive is a smart lead: the contact is tagged Auto: Positive Lead, and with Sync smart leads on it is written to HubSpot with lead status Connected. A negative reply is tagged Auto: Negative Lead and stays in SMOC. Prospecting is its own Console section above Contacts: import lists (LinkedIn search, public registry search, CSV, Sales Navigator, or HubSpot) live there. Imported lists and Autotarget lists stay separate, and both use the same list table for search, sort, filters, and pages. Autotarget lists are filled by LinkedIn message flows. Under the title, each one shows the LinkedIn account, Classic or Sales Navigator, and the hourly refill rule. Hover or click the Autotarget badge to see the segment and its search dimensions. Those lists still enroll LinkedIn message flows.
Deep dives: Getting the most out of your contact list and Understanding contact card information.