People and accounts
Manage the people you are trying to reach and the accounts they belong to.
- For
- Sales and operations
- Owner
- CRM product
- Outcome
- Create and maintain the canonical customer record.
- Last verified
- 2026-08-30
- Next review
- 2026-11-28
- Status
- supported
People and accounts are the shared context behind every conversation, task, and deal. Keep identity, ownership, and qualification close to the record instead of spreading it across notes and spreadsheets.
People are the contact layer
Use Persons for individual identity, contact details, source, ownership, and qualification. Open a person record when you need the full activity history or the next action.
Accounts are the relationship layer
Use Accounts to understand the organization around a person. This is where teams can see related people, commercial context, and account-level work without losing the individual record.
Shape the data model
- Agree on the fields that are required for a useful first conversation.
- Use Custom Fields for information that is specific to your business.
- Use Scoring for repeatable qualification signals, not as a replacement for judgment.
- Use Lists and Assignments to create focused work queues.
- Review duplicate-detection and source settings before large imports.
Access and ownership
Editing and assignment options depend on workspace role. A manager may see more routing controls than a sales representative, while administrators own organization-wide data model settings.