- You can associate People with other Records or add them to Groups that can be shared with Reps.
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
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