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.
Open Rep from the sidebar, 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 has four tabs:
Overview - tasks, activity feed, and a comment box for logging calls or notes
Emails - 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
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.