Creating a Person

  1. Once you’re logged in, on the left-hand menu, click on “Persons.” This will take you where you can view and manage individual profiles.

  2. To create a new person profile, click the “Add Person” button located at the top right corner of the Persons page.

  3. Fill in Person details
    A form will appear, prompting you to enter the person’s details. Here’s what you’ll typically include:

    Name: Enter the person’s name.
    Lead group: There are several default categories, which can be changed later. 
    Organization: Enter the name of the company they are associated with.
    Phone: Include their phone number.
    Email: Specify their email address.
    Owner: Select what agent/user is the owner of this person’s profile.
    + Add address: Click it if you wish to add an address for this person. Note: this is not meant to be a business address.

  4. Click on the Save button.
  5. A “person” has been created. You can have different “persons” inside an Organization. 

  6. Click here to learn How to Create an Organization.

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