A person record is someone you're in touch with: a contact at a company you sell to, a candidate, or anyone else you want to track. You only need a name to create one.
- Click People in the sidebar.
- Click New person in the top right.
- Type their name into Name. This is the only required field.
- Select a Company to link them to, or click the + next to it to create the company on the spot.
- Fill in Emails, Phone Number, Job Title, or LinkedIn if you have them. You can add these later.
- Click Create.
The person appears in your People list right away, and on the linked company's People tab if you assigned one.
If you don't see the fields you expect
Your team may have added or removed fields for people. Ask a workspace admin. Fields configured on the Custom Fields page show up on the create form automatically.