Find your firm’s people
1
Open People
In the sidebar, expand Records and select People.
2
Search or browse
Use the search box and filters to find a contact by name, title, company, or other fields. Click a row to open that person’s profile.
Open a person profile
A person profile shows their name, title, company, LinkedIn, and other fields your firm tracks. From there you can edit the record when you have permission, and follow the link to the company they’re tied to. Every person profile shows your org’s default people dashboard. Admins can change it by clicking Customize Dashboard in the profile header. That button opens the People dashboards section of Settings → Firm Guidance → Default Dashboards. There, click New Person Dashboard to start from the person starter layout, then set it as the default for every person. See Dashboards.See people connected to a company
Open a company profile to see Key Contacts — the people linked to that company. Use New Person on that widget to add a contact and link them automatically.Ask chat who you know
On supported pages, press ⌘ J to open Chat and ask who your firm knows at a company, or how a contact relates to a deal. Chat reasons over people, companies, and activity history. It does not open a visual network map.Add a person
1
Open People
In the sidebar, expand Records and select People. Click Add Person.
2
Enter their details
In the Create New Person dialog, fill in First Name, Last Name, and Email (required). Optionally add Title, Company, LinkedIn, and more.
3
Create
Click Create Person.
Segment people with contact type and tags
Two fields organize your contacts:- Contact Type — a single built-in category that describes the relationship. Choose from Advisor, Banker, Board, Executive, Investor, Lender, Operational, Vendor, or Other. Use
Vendorfor firms and individuals your organization pays for services (auditors, PR agencies, insurance brokers). Before, vendors had to be filed underOther. - Tags — multi-value labels your firm defines in Taxonomy. A person can carry any number of tags, so you can track cross-cutting segments such as league contacts, preferred vendors, or 2024 conference. Tags work the same way as company and deal tags.
search_people’s contactType and tagIds filters, plus list_person_tags to resolve a label to an ID).
Link a person to a company
You can also add a person directly from a company, which links them automatically.1
Open the company
Go to the company’s profile.
2
Add a person
On Key Contacts, click New Person and enter their details (First Name, Last Name, Title, LinkedIn URL). They’re linked to that company on save.
Merge duplicate people
When the same person exists twice, merge the duplicate into the record you want to keep. The duplicate is the source. The record that survives is the target. Only Admins and the Metal team can merge people, because merging deletes the source record. For other roles, the Merge button is disabled, and hovering it shows “Only organization admins can merge people.”1
Open the duplicate
Open the person record you want to retire and click Merge in the header.
2
Select the target
In the Person Merge dialog, the current record is the Source Person. Use Target Person to search for and select the record that should survive.
3
Choose which emails to keep
After both records load, the Email and Personal Email menus list every address from both records. If either record has an address, select the primary Email for the survivor and, optionally, a Personal Email. The two slots must use different addresses. Any address you don’t pick is discarded. If neither record has an address, the Email menu shows No email address on either record, and you can merge with both slots unset.
4
Merge
Click Merge People.