People

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 Person" button on people list pages

• Use the plus button in the top-left navigation

• Press Cmd+K and select "Add Person"

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 tab

• Activity feed showing recent engagements
• Person details from emails, enrichment data, and custom fields
• Associated deals and lists
• Company information

Emails tab

• All emails with this person

Meetings tab

• All meetings involving this contact

Notes tab

• Meeting notes and other documentation

Comments

• @mention team members to collaborate on person records