#Create and manage people in Smart CRM

People records represent individual customer contacts and should be linked to the company they belong to whenever that relationship is known.

#Who this is for

Use this guide when adding or maintaining a buyer, decision-maker, supplier contact, or another individual.

#Create a person

1. Open People in the CRM sidebar.
2. Search existing contacts first.
3. Select Create and enter the verified name.
4. Select the known company, or create it from the company selector when appropriate.
5. Complete standard and approved custom fields only with information your team can support.
6. Save and reopen the record to check its company link.

#Keep the contact useful

Use the person record for the individual’s relationship and contact context. Add tasks for concrete follow-up and notes for meeting context or facts that do not belong in a structured field. Update the existing record when details change instead of creating another contact.

#FAQ

#Should I create a person before a company?

Create or select the company when it is known, then link the person. If the company is unknown, keep the contact information accurate and link it later.

#How do I avoid duplicate contacts?

Search by name and known company before creating a record, then compare email, phone, and company identity.