> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing People

> Create, edit, and manage contacts in Statisfy, including key contact designation and person details.

The **People** section in Statisfy lets you manage your customer contacts. You can create new contacts, edit their details, designate key contacts, and view their interaction history.

### Accessing People

Navigate to **People & Contacts** from the main menu to see your contact list. The list displays contacts across all accounts with key information like name, email, title, and associated account.

### Creating a New Contact

1. Navigate to **People & Contacts**
2. Click the **Add Person** button
3. Fill in the required fields:
   * **First Name** and **Last Name**
   * **Email Address**
   * **Account** — Link the contact to a customer account
4. Optionally add:
   * Job title
   * Phone number
   * [Custom field](/people/people_custom_fields) values
5. Click **Save** to create the contact

<Note>
  Contacts synced from your CRM ([Salesforce](/integrations/salesforce_integration_steps), [HubSpot](/integrations/hubspot_integration)) are created automatically. Manual creation is useful for contacts not yet in your CRM.
</Note>

<Note>
  **Email addresses must be unique.** Each contact needs its own email, and matching ignores capitalization — `Bob@example.com` and `bob@example.com` count as the same address. If you enter an email that already belongs to another contact, the save is rejected with an error; find and update the existing contact instead.
</Note>

### Editing a Contact

1. Navigate to the contact's detail page by clicking their name in the People list
2. Click the **Edit** button or click directly on the field you want to update
3. Modify the desired fields
4. Save your changes

### Deleting a Contact

1. Navigate to the contact's detail page
2. Click the **More Options** menu (three dots)
3. Select **Delete**
4. Confirm the deletion

<Warning>
  Deleting a contact removes their record from Statisfy. Activities associated with the contact are preserved but will no longer be linked to the deleted contact. CRM-synced contacts may reappear on the next sync cycle.
</Warning>

### Person Detail Page

Click on any contact to open their detail page, which includes:

| Section                 | Description                                                   |
| ----------------------- | ------------------------------------------------------------- |
| **Contact Information** | Name, email, phone, title, and custom fields                  |
| **Associated Account**  | The customer account this contact belongs to                  |
| **Activity Timeline**   | All meetings, emails, and interactions involving this contact |
| **Tasks**               | Tasks associated with this contact                            |
| **Notes**               | Free-form notes about the contact                             |

### Key Contacts

Mark important contacts as **Key Contacts** to highlight them on the account page:

1. Open the contact's detail page
2. Toggle the **Key Contact** switch
3. The contact will now appear in the **Key Contacts** section on the associated account page

Key contacts are the people most critical to your customer relationship — typically decision-makers, champions, or primary points of contact.

<Tip>
  Use key contacts to quickly identify who to reach out to when an account's health declines or a renewal is approaching.
</Tip>

### Bulk Operations

You can perform actions on multiple contacts at once:

1. Select contacts using the checkboxes in the People list
2. Use the bulk action bar that appears to:
   * Update field values
   * Assign to an account
   * Delete selected contacts