Adding and editing people
The fields on a person's record, which ones matter for signatures, and what happens when you delete someone.
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People and directories
Add people by hand, import a spreadsheet or sync from Microsoft 365, and group them into departments.
Import people from a CSV file
What the importer expects, what it does with duplicates, and how it creates departments on the way through.
Syncing with Microsoft 365
Connect once and stop maintaining people by hand. What comes across, what does not, and how the daily sync behaves.
Departments and targets
Departments do two jobs: they group people, and they are what rules and campaign audiences match on.
Elsewhere
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