The table below provides a definition of each default field for a person record. To learn how to build custom fields, click here.
|Person Name||The name of the person you're doing business with. This expands to allow you to enter first, last, etc. separately. This splitting of the name gives you greater functionality with integrations and our API.|
|Company||The 'Company' record this person record is associated with.|
|Title||The job title of the person|
What is the relationship between this person and your business?
You can customize your contact types under 'Settings' > 'Contact Types.'
|Owner||The user who is working directly with this person to close the business deal associated with the person|
|Work Email||The email address this person uses professionally|
|Work Phone||The phone number this person uses professionally|
|Work Website||The URL to the person's professional website|
|The URL to the person's LinkedIn profile|
|Address||The mailing or business address associated with this person|
Who can see this person?
To learn more about visibility permissions on people, click here.
|Description||Any additional notes you'd like to store about this lead.|
|Tags||You can add a tag to this record and later pull all records with this tag into a report.|
Still have questions?
Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.