People

How to add members and visitors

Register people individually and organize visitor follow-up.

1. Open Members

   In the dashboard menu, open Members and find the new record form.

2. Enter the necessary data

   Fill in name, contact, status, role and location only when this information is needed.

3. Record consent

   Confirm the appropriate basis for the record and save the person.

4. Follow up with visitors

   In Visitors, record the owner, stage, contact method and next follow-up.

Updated on July 21, 2026.