A person is a contact: their emails, phone, role, and the company they belong to. Add people from the People list, from a company's People tab, or in bulk by import.
The fields
- Name: required.
- Company: the account they belong to. If the company doesn't exist yet, click Create Company right inside the select and it's created and linked in one step.
- Emails: one or more addresses, unique across people, which is what import matching and duplicate prevention key on.
- Phone Number, Job Title, LinkedIn: the usual contact card.
- Plus your workspace's custom fields for people.
The record page
A person's page shows their details with the company as a link. Click through to the account any time. Two working tabs, Tasks and Notes, create records pre-linked to this person, and Activity log shows the change history.
In the People list the company column links to the account too, so you can move between a contact and their company from anywhere.