People
Manage individual contacts; view, add, and edit detailed person information, including contact details, organization, tags, and visibility permissions.
People
Manage individual contacts; view, add, and edit detailed person information, including contact details, organization, tags, and visibility permissions.
Path: Access via the left menu: Service interface > Contacts > People
Search bar: Quickly search registered people by name.
Button "Create person": Starts creating a new contact, opening a detailed form.
People list: Displays a table with the columns: Name, Tag, Organization, Email, Phones, Closed deals, Ongoing deals, Next activity date and Owner. If there are no records, a message indicates that there are no contacts.
Registration form: Allows you to enter or edit the person's data.
Name: Required field for the contact's name.
Email: Add one or more emails for the contact.
Phone: Add one or more phone numbers.
Organization: Associate the person with an existing organization.
Tag: Select or create tags to classify the contact.
Owner: Indicates who is responsible for the contact, usually filled in automatically.
Visible to: Defines who can view the contact, such as the entire company.
Button "Cancel": Closes the form without saving changes.
Button "Confirm": Saves the new contact or the changes made (enabled after required fields are filled).