The Contacts page gives you a consolidated view of every contact your agent is working on across all lists. From here you can search, filter, review activity, act on hot leads, and export data.

Company-level work now lives on the separate Accounts page.

Select one or more contacts with the checkboxes and an action bar appears at the bottom of the page:

• Add to sequence

• Assign to — hand the contacts to a teammate

• Add to list

• Enrich — choose email or phone. Contacts that are already enriched are skipped.

• Copilot — approve or refuse the selected contacts in bulk

Select all results includes every contact that matches the current filters, not only this page. Select the first takes a count you type. The same selection is on a contact list.

Enrich stops at 1,000 contacts. Past that the button is disabled, and the note says to select at most 1,000. Add to sequence stops at 500 contacts. A large Assign to, Add to list, or Copilot approve or refuse continues in the background, and Topo says it can take a few minutes.

Editing a contact

Click a contact's name to open their details, then the pen icon next to their name. You can correct their name, job title, email, phone, LinkedIn and location. Each field keeps its history, so you can restore an earlier value. Edits sync to your CRM. See 📄 Editing a contact or company.

Filtering by signal

Filter the page by signal to see everyone caught by the one you pick. Every contact already in your workspace gets that layer of context on top, without you importing anything.

Hot Leads

A lead becomes "hot" when they open multiple emails in a short period — strong intent signal.

Finding Hot Leads

Topo provides multiple ways to identify and surface hot leads:

1. Activity Feed — Check the Activity Feed for real-time "Hot leads created" events to see when new hot leads are generated

2. Contacts page filter — Navigate to the Contacts page and use the Hot lead filter to view all hot leads for actioning or exporting

3. Notifications — Configure Slack or email alerts through Notifications settings to receive immediate notifications when hot leads are created

Recommended workflow

If you have phone numbers: let the sequence keep running and schedule a weekly call session for hot leads. A hot lead has not replied yet, so the sequence is still active.

If no phone numbers: reply manually from the Inbox tab on the Tasks page, then mark as Success in Topo and update your CRM. Replying stops the sequence on its own, so there is no separate step for that.

Step by step

• Open the Hot Leads section on the Analytics page, sorted by most recent.

• Review the sequence or emails they interacted with for context.

• Connect on LinkedIn and/or call within a few days — use sequence insights as a hook.

• Don't mention tracking (email opens, page views) directly — it can feel intrusive.

• Enable notifications (Slack, in-app, or email) to be alerted in real time.

Example hook: "I contacted you by email about [sequence name] — curious to see if this is interesting to you?"

Automatic Sequence Stopping Behavior

When sequences automatically stop

Sequences stop automatically, and permanently, in two cases: when a lead replies to an email or responds on LinkedIn, and when one of your emails to them bounces. This prevents further automated outreach once a prospect has engaged or once the address is proven bad.

One exception: an out of office reply only pauses the sequence, because the lead is coming back. When a contact sends an OOO reply, they are automatically added to the exclusion list for 1 week according to automatic exclusion settings (Settings > Organization > Exclusions). The sequence will automatically resume after the exclusion period expires — no manual action is required.

Because stopping is automatic, there is no Stop sequence button in the Inbox. If you want to make sure a contact is never reached again, add them to your exclusion list, either from the conversation in the Inbox tab of the Tasks page or under Settings → Exclusions.

Sequence Status impact on contacts

Understanding how sequence status affects contacts in your sequences:

• Finishing status — The agent stops adding new leads to the sequence, but existing leads already in the sequence continue to be contacted according to the sequence structure.

• Inactive status — All actions stop completely and no messages are sent, even to leads already in the sequence.

Copilot Mode Approval Process

If you're using Copilot mode, there's an important distinction between sequence activation and email sending.

1. Sequence Activation — Once enabled, your sequence starts populating leads on the Contacts page for your review.

2. Lead Approval — Approve the leads you want to contact. You can do this one at a time, or select several and use Copilot in the action bar to approve or refuse them in bulk. Only approved leads will receive outreach.

3. Copilot mode gives you full control before any email is sent to a prospect.

For a more streamlined approval workflow, use the To review tab on the Tasks page instead of the Contacts page 📄 Approving or declining a lead (Copilot mode). The Tasks page offers two key advantages: all contact information is visible in the lead's detail drawer, and the view can be filtered by list.

Enhanced Lead Exclusion Management

Bulk Exclusion Methods

• CSV Import for Multiple Contacts: Instead of adding emails one by one, you can bulk import exclusions via CSV with a maximum of ~999 emails per file. Go to Settings → Exclusions → Excluded Contacts → Import CSV.

• Company-Wide Exclusions: To exclude an entire organization from all future outreach, use Settings → Exclusions → Excluded Accounts → add the domain. You can enter domains manually or import via CSV with a domain column.

Important UI Note

"Blocklist" and "Exclusions" refer to the same opt‑out functionality but may appear with different labels in the UI depending on your view.