Person Records

Use our platform to organize your People so you can create optimized Routes and better visualize your customers. People are viewable in classic Map View, List View or as Groups.

You can associate People with other Records, add them to Groups and create Territories around them that can be assigned to 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
• Address
• Website
• Pin color
• Email address 
• # of employees
• Annual revenue of associated Company

*As of September 2020, there is no longer a field for Full Name. To edit a Person's Display Name, please use a First and Last Name. This is to encourage more consistent data practices and easier integration with third-party platforms.