People and records

#The people table

People lists everyone in the workspace. Filter by stage, owner, course, source, city or any custom field, sort by any column, and save the result as a view you can return to. Select several people to assign, tag, add to a list or start a sequence.

#A person's record

• Header: name, lifecycle stage, current deal stage, owner and quick actions (call, WhatsApp, email, follow-up).
• Details: contact details, course interest, city, source and your custom fields. Click any field to edit it.
• Timeline: every call, message, email, note, stage change, payment and attendance mark, newest first.
• AI brief: a short summary of where things stand, and the suggested next step, with a Why?.

#Lists

Lists are hand-picked groups, such as "Weekend batch waitlist" or "Placement drive, March". Add people from the table or from a record.

#Merging duplicates

From the record you want to keep, choose Merge duplicate, pick the other person, compare their details and choose what to keep. History from both is kept on the merged record.

#Deleting

Deleted people go to Trash, where they can be restored. After the period your workspace sets (180 days by default) they are removed for good.