Track Contacts and Follow-Ups in Your Pipeline

Fields available in List view

Field	What to enter
Method	How you are approaching it: Portal, Warm contact, Referral, or Direct outreach
Applied?	Yes, No, or Planned. Planned means you intend to apply but have not yet.
Status	Detailed progress. See Pipeline stages explained.
Contact Name	Your person at the company
Contact Role	Their title
Contact LinkedIn	A link to their profile
Next Action	What you need to do next
Notes	Anything else worth remembering
Date Applied	When your application went in

Tips for using it well

Fill in Next Action for anything live. “Follow up Thursday” or “Waiting to hear back” turns your pipeline from a record into a to-do list.

Log the contact as soon as you have one. Names get forgotten fast when you are running several processes at once.

Use Applied? = Planned deliberately. It separates “I intend to apply here” from “I have applied.”

Hide the columns you do not use. If you are not tracking contacts, hide those fields via the Columns control and keep the table readable.

Anything you have not filled in shows as a dash. That is just an empty field, not an error.

Fields available in List view