Clarify automatically creates people from calendar meetings and emails. Create people manually when needed too.
How people are created
Automatic creation
Clarify automatically creates people records from your Connected Accounts:
Calendar meetings with external contacts
Email communications
Manual creation
Create people manually in several ways:
Click the
Add Personbutton on the people list pagesUse the plus button in the top-left navigation
Press
Cmd + Kand select Add Person. This opens the Add Person window - enter a name, email address, or LinkedIn URL, then click into the new profile to fill in the rest.Import via CSV
Person information
Each person record includes fields for:
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
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. Select two or more and use the merge action in the toolbar to combine them - or delete duplicates directly from this list.
Ask Rep
Ask Rep to find people using plain language. Some examples:
"VPs of Sales at companies I've emailed in the last 30 days"
"people I haven't talked to in 90 days at our top accounts"
"founders in our pipeline based in NYC"
Rep can also assemble an ad-hoc list with the columns you ask for - useful when the standard fields aren't quite right.
Ask Rep from the composer at the top of Home, or press Cmd+K and hit Tab to send what you've typed straight into a new Rep chat.
Navigating a person record
Each person record comes with these tabs:
Overview - tasks, activity feed, and a comment box for logging calls or notes
Messages - all emails with this person
Meetings - all meetings involving this contact
Attachments - files uploaded to the record, plus attachments ingested from incoming emails when Capture email attachments is turned on
⚠️ Some workspaces still show this tab as Emails. The name changed in September 2026, and workspaces that had already customized their record page kept the earlier label.
You might also see a Campaigns tab, and if you don't you can add it. Tabs are per-workspace, so yours may differ from a colleague's in another workspace. To change them, open Customize tabs from the record's tab bar - built-in tabs like Campaigns can be switched on there, alongside tabs for related records.
The Details panel on the right shows the record's fields - company, job title, email, and any custom fields you've added. Click Show all fields to see everything, or click into any field to edit it directly. Below Details, the Deals and Lists panels show associated deals and which lists the person belongs to.
Who can see a person record
By default, new person records are visible to everyone in your workspace. An admin can change that for the whole record type under Settings → Workspace → Objects, so each new record is private to its owner instead and has to be shared before a teammate can see it.
Changing the default applies to new records only. Existing person records keep the access they already have. For the full picture, see Sharing and permissions.