Our platform allows you to create two different types of contacts. This document will help you discern the difference between the two so that you can use them effectively.

A People Contact is any individual person that you add to your Contacts application. This can be a customer, a prospect, an employee, a teammate, etc. For example, if you need to add “John Doe” to your contacts, you would create a new contact while under your People tab. This would contain an email, phone number, or address for the individual.

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A Business Contact is a record for an actual business. If you needed to add contact details for “Business A,” you would create a new contact while under your Businesses tab. This would contain an email, phone number, or address for the actual business, not an individual.

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Then, you can associate People Contacts with Business Contacts whenever relevant. For example, if “John Doe” is the owner of “Business A,” you can associate the two by doing so in the respective contact records.

However, we are aware that scenarios exist in which the individual and the business are the same. An example of this would be a personal trainer that self-employs and uses their actual name as their business name. For this reason, you can now use the same email, phone number, and address for both a business and a people contact record you create for them.

Note - You may not use an email, phone number, or address for two different people contacts or two different business contacts. For example, if you create people contact records for “John Doe” and “Jane Smith,” they must have unique contact information in order for you to create the contact. The same applies to two separate business contacts.

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