Each result in the database carries small coloured badges. Here is what they stand for and what information each one gives you. There are two kinds: Src (where the record came from) and Status (your relationship with the contact).
Src — source badges
Where the record came from, and the fields it includes.
PBK
Canadian Phonebook
Canadian residential listings (Canada 411).
NamePhone numberAddress
BIZ
Canadian Business
Canadian business listings (Yellow Pages).
Business namePhone numberAddress
NAR
Canada All Address
National Address Registry — every Canadian address.
Addressno nameno phone
CEL
Canadian Cell Phone
Canadian cellphone listings.
NameCellphone numberno street addressno postal code
ADDED
My Prospects
Your own contacts and prospects that you have imported into the app.
Status badges
Small coloured labels shown in the Status column, set by right-clicking a contact or from the detail panel. A contact can carry more than one at a time — see the examples below.
SAFE
Safe contact
Verified and safe to call. Once set, the number is never struck through — even if it is on the DNC list.
Why can a DNC contact be “safe”? Canada’s National DNC List has exceptions. You may call a listed number with (1) express consent — the person agreed to be contacted (e.g. they asked for a follow-up or submitted a form), or (2) an existing business relationship — they bought or contracted from you in the last 18 months, or made an inquiry in the last 6 months. Use SAFE only when this genuinely applies and you can prove it. It never overrides a request to stop calling, and calling hours still apply (weekdays 9:00 a.m.–9:30 p.m., weekends 10:00 a.m.–6:00 p.m., the contact’s time zone). General guidance, not legal advice — verify against current CRTC rules.
HOT
Hot prospect
A priority contact showing strong interest. Can also be used as a search source.
PROSP
Prospect
A potential client worth following up. Less urgent than Hot, but still a good contact to pursue.
NO
No potential
Reviewed and not a viable prospect. Handy for marking contacts you do not want to call again.
DNC
Do not call
On the National Do Not Call List. The number appears struck through in red — do not call it.
CAT
Categorized
Assigned to one or more of your custom prospect categories. Contacts from a tagged import are categorized automatically.
TASK
Upcoming task
A follow-up task is scheduled for this contact.
DUE
Overdue task
A follow-up task for this contact has passed its due date and needs your attention.
Reading the badges together
Badges combine. Here is how to read a few contacts at a glance.
HOTSAFECATDUE
A hot lead that is safe to call — they are on the DNC list but gave you permission — that you have categorized, and who now has a follow-up task that is overdue.
PROSPTASK
A prospect worth pursuing, with a follow-up already scheduled.
DNC
On the National Do Not Call List with no exemption — the number shows struck through in red, so do not call it.
Good to know
- All sources are included in the subscription — no per-name fees.
- Data is Canadian and the app is bilingual (English / French).
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