A person – is a representative of a company and/or individual client in the Contact list.

Person profile page is similar to the company profile 

On the left. Block with contact details

On the right. Activities block (event history)

Person Profile page

The persons may be assigned with specific tags in the same way as in the company profile.

The Contact details block contains personal details: full name, preferred name (e.g., what is automatically used in the email marketing campaigns), job title, phone number, email, features, birthday, etc.


In the Contact profile you can compose an email. Click Send email at the top. In the email form you can create a prompt message and send it or pick a time for schedule send.

Person profile