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You can quickly navigate to the Contacts page with G then O. See all keyboard shortcuts.

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1. Open the Contacts view

From the left-hand navigation bar, go to Contacts to see all client contacts in your system.
The Contacts view with Group by company

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2. Group contacts by company

At the top-right of the Contacts view, you can toggle Group by company.
  • On: contacts are grouped under their company name, so you see everyone from the same organization together.
  • Off: all contacts are shown in a single list, sorted according to your chosen sort option, for example Last Activity Date.
Use Group by company when you want to work in a client-centric way. Disable it when you prefer to sort and filter by individual contact attributes.

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3. Add a new client contact

There are two ways to create a contact in Spott:

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Add a contact manually

Click the Add Contact button in the top-right corner.
The Add Contact dialog
Search for an existing person in Spott, or type a new name and create the person on the spot. Every person exists only once in Spott, so if the person is already in your database (for example as a candidate), the contact role is added to the same record.
Creating a new person from the Add Contact search
Then pick the Company the contact works for and click Add Contact.

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Add a contact via the Chrome extension

Import contacts straight from LinkedIn with the Spott Chrome extension.

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4. The contact profile

The contact profile works just like the candidate profile.

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Overview tab

  • Summary: an AI summary of the contact and suggested field updates based on the whole profile.
  • Notes: all notes related to this contact and their jobs.
  • Experience: work experience and education.
  • Communication: view and send email or WhatsApp messages.
  • Files: job descriptions, briefing documents, terms.
  • Tasks: follow-ups, so you never miss one.
The side panel on the right is the same as for candidates: Details, Activity, and Ask AI.

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Contact tab

  • Jobs: all jobs this contact is tagged on.
  • Speculative: all candidates presented proactively to this contact.
  • Companies: the current and past companies this contact is related to.
Depending on the features enabled for your workspace, you may also see an Opportunities subtab. Keeping client contacts up to date ensures you always have the right people connected to the right clients.