Clarify automatically creates people from calendar meetings and emails, and you can create them manually when needed.
How people are created
Automatic creation
Clarify automatically creates people records from your Connected Accounts:
Calendar meetings with external contacts
Email communications
Manual creation
You can create people manually in several ways:
Click the
Add Personbutton on the people list pages
Use the plus button in the top-left navigation
Press
Cmd+Kand selectAdd Person
This will open up the Add Person window, where you can enter either their name, email address, or LinkedIn URL.
When created, click into the new People profile, where you can add in their relevant details
Person information
Each person record includes:
Basic details - Name, company, job title, email addresses, location, and phone numbers
Interaction dates - First and most recent contact with any Clarify user
Custom fields - Add fields specific to your business needs
Automatic enrichment - Clarify fills out various fields automatically when people are created
Working with people records
Creating lists and managing duplicates
You can create custom people lists using fields, filters, and labels. Star lists you use frequently to keep them in your favorites section.
Clarify includes a pre-built "Duplicate people" list to help maintain data hygiene. This list shows when person records have been created multiple times. You can merge or delete duplicate records directly from this list.
AI search
Use AI search to find people based on:
Job titles or roles
When they were last contacted
Specific field criteria
Other contact characteristics
You can also use AI search to create custom lists with specific fields pulled in.
Navigating a people record
Each person record has several tabs:
Overview
Activity feed showing recent engagements
Person details from emails, enrichment data, and custom fields
Associated deals and lists
Company information
Emails
All emails with this person
Meetings
All meetings involving this contact
Comments
@mention team members to collaborate on a persons record
Notes (Beta)
Notes added to a persons record
Attachments (Beta)
Attachments uploaded to a persons record
💡 Our Notes and Attachments features are in an early Beta and not enabled by default in your workspace. Please reach out to us at [email protected] if you'd like to be included in this EAP and have these enabled in your workspace.
