Managing People

People are the individual contacts in your CRM. This page explains how to add new people, view their details, and keep your contact list organized.

Opening the People List

1. Click CRM in the left menu.

2. Click People in the CRM navigation.

3. You see a table of all your contacts.

Adding a New Person

1. Click the Add Person button at the top right.

2. The Add Person dialog opens.

3. Type in the person's name. This is the only field you must fill in.

4. Optionally type in their email address.

5. Optionally type in their phone number.

6. Click Add Person at the bottom.

The contact is now saved in your list.

Viewing a Contact Profile

Click any person in the list to open their profile. The profile has action buttons at the top, timeline tabs for related activity, and a Details panel for the contact record.

Record Details

This shows all the information stored for this person:

Social media fields are hidden by default. Click Show all values to see them.

Companies

This shows which companies the person is linked to. A person can be linked to more than one company (for example, a consultant who works with multiple organizations).

• Click Link to connect the person to an existing company.
• Click the X on a company card to unlink it.

Deals

This shows which deals the person is connected to.

• Click Link to connect the person to an existing deal.
• Click the X on a deal card to unlink it.
• Click a linked deal card to open the deal profile.

Lead Details

Lead details live on the linked deal, not directly on the person record. Open a deal from the person's Deals section to see the campaign lead data that came in with that opportunity.

On the deal profile, the Details panel includes:

Editing Contact Details

1. Click a person to open their profile.
2. Click directly on any field value (like the name or title).
3. Type in the new value.
4. The change saves automatically.

You do not need to click a separate "Edit" or "Save" button. Fields update as you change them.

Activity Timeline

Each contact profile has timeline tabs for related activity. The available tabs can vary by workspace features and the data linked to the record.

Searching and Filtering

Search

1. Type in the search bar at the top of the People list.
2. Results filter as you type.

Filters

Click the filter icon to narrow results. You can filter by any column in the table, using conditions like "contains", "is empty", "starts with", and more.

Saved Views

After setting up filters and sort orders, you can save the view for quick access later.

1. Set up your filters and column sort.
2. Click Views.
3. Click Create new view.
4. Give it a name (like "Hot Leads" or "No Email").
5. The saved view appears in the view selector at the top of the table.

Bulk Actions

You can select multiple people at once to take action on them as a group.

1. Check the boxes next to the people you want to select.
2. A toolbar appears at the bottom.
3. Choose an action:
   • Update tags - Add or remove tags on all selected people
   • Export selected - Download the selected people
   • Delete selected - Remove the selected people

Merging Duplicate Contacts

If you have two records for the same person, you can merge them into one.

1. Open the contact you want to keep.

2. Click the three-dot menu at the top.

3. Click Merge records.

4. Search for and select the duplicate record.

5. Review which fields to keep from each record.

6. Click Merge records to confirm.

The duplicate is removed. All linked companies, deals, and activity history are combined into the record you kept.

Deleting a Contact

1. Open the person's profile.

2. Click the three-dot menu at the top right.

3. Click Delete record.

4. Confirm the deletion.

Troubleshooting