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