Create a person

To create a person, do the following:

  1. Click account multiple People on the side panel to open the People view and then click New person. The Create person form displays.

    create person

  2. Complete the form. See Field descriptions for more information.

  3. If you want to add an additional email address for the person, click Add Extra Email. A new Email field will appear beneath the previous Email field.

  4. If you want to add a phone number for the person, click Add Phone Number. A Phone Number field will appear beneath the Email field.

  5. Click Save and the new project will be added to the Organizations view.

Field descriptions

Field name Required?

First name

Y

Last name

Y

Salutation

N

Job role

Tip: The name that describes the employee’s job or position within your company.

N

Job title

Tip: The name that describes the contact’s job or position within your customer’s organization.

N

Address

N

Zip Code

N

City

N

Country

N

Employee

Tip: Designates this person as an employee of your company.

N

Email

Y