# Person in CRM

Local use of People in the CRM.

[Shared definition and source fields](/systems/core/person).

Use the shared Person as the counterparty of Deals and Interactions: they link here through People°, and the inverse links are Deals (Counterparty) and Interactions (Counterparty). Intake Step supports CRM work. Search by email before requesting a new identity. Older descriptions promise two-way editing and automatic duplicate merging; the metadata does not verify those guarantees. The Cal.com integration creates People in Core and waits for the mirror.


[![People intake: name the person in the grid.](/systems/crm/screens/people-step-1.png)](/systems/crm/screens/people-step-1.png)

*People intake: name the person in the grid.*

## Local usage

| Field | Storage | Current configuration |
| --- | --- | --- |
| Deals (Counterparty) | Linked records | [Deal](/systems/crm/entity-deal); inverse of People° |
| Interactions (Counterparty) | Linked records | [Interaction](/systems/crm/entity-interaction); inverse of People° |
| Business Unit (from Memberships) | Lookup | Via Memberships → Business Unit |
| Intake Step | Formula | Calculated; see rules below. |

## Local rules

### Intake Step

```text
IF(OR({Status} = "Proposed", {Status} = BLANK()),
IF({First Name*} = BLANK(), "Person - 1",
IF({Email} = BLANK(), "Person - 2", "")), "")
```

## Maintenance

Correct shared facts at their owning source and local links in CRM. A table name or field description alone does not verify sync direction, field mapping, refresh interval or API write support. Campaign has a separately verified contract; do not generalize it to the other mirrors.

[Domain boundaries](/systems/crm/architecture) · [All entities](/systems/crm/entities)