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People are the contacts you track — executives, management teams, advisors, and vendors. This page covers adding people, linking them to companies, and organizing them with contact types and tags.

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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.

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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 Vendor for firms and individuals your organization pays for services (auditors, PR agencies, insurance brokers). Before, vendors had to be filed under Other.
  • 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.
Set contact type and tags when you create a person, or edit them from the person profile. Both fields filter people lists and are available to search and to the MCP tools (search_people’s contactType and tagIds filters, plus list_person_tags to resolve a label to an ID). 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

Click Add Person and enter their details (First Name, Last Name, Title, LinkedIn URL). They’re linked to that company on save.