People Record details include the list of fields below. Keep in mind that you can add Custom Fields to better meet the needs of your business.
- First Name*
- Last Name*
- Phone number
- Pin color
- Email address
- # of employees
- Annual revenue of associated Company
To add a Person in Map My Customers:
- Click the Universal Add " +" button in the top right of the menu
- Select "Add Person"
- Fill out the desired fields
- Click "Create Person" to finish creating the record