Open CRM > People to see everyone you talk to, with their orders, conversations and notes. The title shows how many people you have. Each row is one person. Click a row to open the person page. The list loads more rows as you scroll.

The columns are Name (with the photo, job title, company and a Shopper label when the person is one of your shoppers), Email, Phone, Lifecycle, Next step, Open tasks, Next meeting, Deals, Last touch, Owner, Tags and Orders. Next step shows the next open task and its due date (red when overdue, amber when due today). Without a task it shows the next meeting, or a link to add a task. Open tasks counts open tasks and flags the overdue ones. Next meeting shows the next scheduled meeting. Deals shows open deals and their value. Last touch shows the last message or call and when it happened. These columns count only what you are allowed to see. A score badge appears next to the lifecycle when lead scoring is on for your organization. On a small screen the table scrolls sideways. Click the Columns icon to show, hide or reorder columns, or to reset them. Your choice is remembered in this browser.

If you may edit CRM records, you can change a person without opening them. Click the name, the job title under it, the email or the phone: the cell turns into a field (the name gives a first name and a last name field side by side). Press Enter to save, Esc to cancel, or Tab to save and move to the next cell. Clear an email, phone or job title and save to remove it. Click the lifecycle stage or the owner to pick another one from a small list; it is saved at once. After every save a message appears with Undo for 10 seconds. If the email address or phone number already belongs to another person, or someone else changed this person in the meantime, the cell says why and nothing is overwritten. Only the field you edit is saved. The Email and Phone cells change the main email address and main phone number; extra addresses and numbers are managed on the person page. To open the person page, click anywhere else in the row. Without the permission the cells are read-only and the name opens the person page.

The buttons above the list are quick views, each with a count: All, My people, Overdue tasks, Meeting this week (a meeting in the next 7 days), No next step (no open task and no upcoming meeting), Quiet 30+ days (no message or call for 30 days) and Open deals. The counts follow your other filters. Click a view to apply it. It is kept in the page address, so a refresh or a copied link keeps it. While a view other than All is on, Select all N matching is not offered: tick the rows instead. Click Save this view to save the view and your current filters as a segment you can reuse. Clear the search box first, because a search cannot be saved.

Each active filter shows as a pill such as Owner: Anna. Click the cross (Remove filter) to remove one, or Clear filters to remove all. The filters are kept in the page address, so a refresh or a copied link keeps them. With no match you see No people match these filters.

Click New person (you need permission to edit CRM records). Fill in the profile, email addresses, phone numbers, tags and custom fields, then click Save. A name, an email address or a phone number is enough. Phone numbers use the international format, for example +31612345678. If the email address or phone number already belongs to someone, the form offers Open the existing person instead of creating a duplicate.

Each row has up to six icon buttons: Add task, Schedule meeting, Log call, Message, Edit and Delete. The first three open the usual form already linked to the person, and the list updates when you save. On a computer the buttons show when you hover over the row. On a small screen they scroll with the row. Message is greyed out when the person has no email address or you lack a permission; hover over it to see why. Deleting a person removes them from your people. Orders and conversations stay where they are. Deleting needs the role setting Delete and merge CRM records.

Tick the boxes at the start of the rows. The header box is Select all loaded rows. When it is ticked and the filters can be applied to the whole list, Select all N matching appears so you can include rows that are not loaded yet. A text search cannot be applied this way: tick rows instead or clear the search. You can tick at most 500 rows by hand.

The selection bar offers Assign owner (needs the role setting Assign CRM records to others), Add tag, Remove tag, Set lifecycle stage, Create task and Send message. On a narrow screen only the icons show; hover over one to see its name. Choose an action, pick the value, review the count and click Apply. An action changes at most 5,000 records. The result message says how many were updated and how many were skipped. Bulk actions are included from the Starter plan; on Free you see an upgrade message.

Send message sends one separate email conversation per person from the Message Centre. See the messaging guide and article for the sender, the daily limit and what is skipped. If a send was interrupted, a strip above the list offers Resume sending.

The upload icon (Import people) opens the CSV import. The download icon (Export people as CSV) downloads a file with all your people, not only the ones currently shown. Both need their own role setting: Import into the CRM and Export from the CRM.

Click Message on a person (or on a company, or select people for outreach). The composer sends an email and creates a conversation in the Message Centre. Choose the sender under From; the recipient is the person's primary email address under To. Enter a Subject (200 characters at most) and a Message (plain text, 20,000 characters at most).

Use Insert a variable in the editor toolbar to search CRM variables (First name, Last name, Company name, Owner name) and insert one at the cursor. Insert a template opens the same searchable picker as the Message Centre, with previews and language selection. You can also type / in the subject or message to find a template. Subject templates replace the subject; message templates insert at the cursor. Only the CRM variables are filled in; Message Centre template variables are not. Click Send. A message appears with Open conversation.

Message is greyed out without an email address or when your role lacks a permission: Edit CRM records plus the Message Centre settings View Message centre, Create conversations, Reply to conversations, Manage conversation participants and Email external people in conversations. Hover over the button to see which is missing. Contacts who unsubscribed or whose address bounced cannot be messaged.

Your last People filters and sort order are remembered in this browser for your account and organization. Return to People from another screen to restore them. Opening a link with filters uses that link instead. Clearing filters also updates the remembered selection.