People
People can be your customers, champions, or any stakeholders that contribute to the buying process.
Overview
People are part of Organization. “People” in each Organization can be your customers, champions, or any stakeholders that contribute to the buying process.
People can exist without an Organization.
Concepts
People Grid
The People Grid is a list view of all people records in your Workspace. In the grid, you can update each field by selecting and double clicking (or hitting Return) the field.
Clicking Open in the People grid will open the Organization linked to that person.
Add a Person
Click +Person button in the People list to add new Person.
There are other ways to add a new Person.
-
Go to an Organization page, and click
+button under the People tab. -
Click
Add people datawhen you’re creating a new Organization