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Persons

info

This is a linked view of all Person records associated with the company. These fields don't exist in the company object.

Summary Description

The Persons tab provides a list of individuals associated with the company. It includes details about their roles, contact information, and their primary function within the organization.

Fields

Field NameDescriptionField Type
IDUnique identifier for the personNumber
First NamePerson's first nameText
Last NamePerson's last nameText
TitleTitle or role within the companyText
Primary FunctionPrimary function or job roleText
Main Account ManagerPrimary account managerText
Phone Area CodeArea code for the phone numberNumber
PhonePhone numberPhone
Phone ExtensionPhone extensionNumber
Primary EmailPrimary email addressEmail

Screenshots

Persons Tab Screenshot