People

People are contacts at client accounts. There are 19,966 in the CRM (migrated from Salesforce).

Core fields

• firstName, lastName, email, phone
• jobTitle
• company — RELATION to Company
• Address block

Rule: don't create duplicate Companies when creating People

When you import a new contact, always match to an existing Company first. The Email → Opportunity workflow (Phase 2) does this automatically. For manual creation:

1. Search the Company name first
2. If it exists, link — don't create a new one
3. If it's a new account, create the Company first, then the Person

This rule exists because duplicate accounts dilute revenue reporting. It's the single most important hygiene rule in the system.

What links to a Person

• Their Company (required)
• Opportunities they're listed on (pointOfContact, or referenced in notes)
• Tasks assigned to them
• Notes

Not imported from SF

• Activity history (calls, meetings) — the timeline feed is deprioritized
• Einstein activity capture — didn't produce reliable results in the prior system, not replicated

Bulk operations

For per-person bulk updates, use REST PATCH paced at ~1.5/s — see Rate Limits.

For bulk creates (importing a contact list), use GraphQL createPeople(data: [...]) in 50-row chunks.