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People are the contacts you track — executives, management teams, and advisors. This page covers adding people and linking them to companies.

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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.
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.