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:
1. Click the Add Person button on the people list pages
2. Use the plus button in the top-left navigation
3. Press Cmd + K and select Add 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 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
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.
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 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
Attachments
Files uploaded to the record, plus attachments ingested from incoming emails when Include email attachments is turned on
💡 The Attachments tab shows files uploaded to the record, plus attachments ingested from incoming emails when Include email attachments is turned on. See Email and Meetings to enable email attachment ingestion.
Fields in People Records
The fields you create on your People records will show on the Person under the Details section of that record. Here you can click in and manually edit the information in each field for the Person record.