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People

People are the individuals at your companies — whoever you actually talk to. People lists every one of them across every client, so you can find someone without remembering where they work.

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Adding a person

Add one from a company’s Contacts tab, or from the People list. Name and company are the only things that matter; everything else can wait.

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Roles

A role says what this person can do about your proposal:

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How they prefer to be reached

Each person can be marked Email, Phone, or Text. It is a note to yourself, not a setting — nothing in the app changes because of it.

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The person page

Two columns: their details on the left, four tabs on the right.
  • Left panel — name, email, phone, title, role, preferred channel, and their company. Every field edits in place and saves as you type.
  • About — one standing description. Their remit, how they like to be reached, anything worth knowing. Click the pencil, write, press Save.
  • Notes — as many dated notes as you like, each with an optional title. A note you write on a person also shows on their company.
  • Activity — everything logged against them: calls, meetings, emails, notes, record changes, and anything synced from your calendar or mailbox.
  • Emails — email history with this person from your connected mailbox.
Log interaction and Send email sit in the top bar, so you can act from any tab.

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Sending email

With Gmail or Outlook connected under Settings → Integrations, you can email a person without leaving the app. Click Send email in the top bar; a compose panel slides in with them already filled in as the recipient.
  • Email is sent from your own address — never from a dronelist.io domain — so replies land in your inbox and the thread appears in your provider’s Sent folder.
  • Add more recipients, Cc and Bcc, formatting, and attachments (up to 5 files, 3.5 MB total).
  • Send with the button, or ⌘/Ctrl + Enter.
  • Sent mail shows up in the Emails tab shortly after, where you can log it as an interaction.
If the composer says Reconnect Gmail (or Reconnect Outlook), your connection predates send support. Reconnect once to grant the permission — it takes a few seconds.
The assistant can draft a follow-up for you, but it never sends anything. Every message that leaves your mailbox is one you pressed send on.

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Importing a contact list

From People, click Import to upload a CSV or Excel file of companies and contacts.
1

Upload

Drop a .csv or .xlsx file, or download the template first. The file is parsed and saved on the server straight away, so you can refresh or navigate away without losing progress.
2

Map columns

Match each column in your file to a company or person field. You need at least a company name and one person’s name.
3

Review and clean

Fix any status, role, or other values dronelist did not recognise, then import.
Existing companies are matched by name, ignoring case, within your workspace. New ones are created where needed. Unfinished imports can be picked up again from the recent-imports list on the upload page.

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Tips

Knowing whether your contact can say yes, or has to ask someone who can, changes what you write and who you copy in.
About is who they are. Notes are what happened. Keeping them apart means the standing facts do not get buried under a year of call notes.
Clients forward proposals to colleagues. Anyone not on the proposal hits the email gate — see Proposals.
Last modified on September 7, 2026