> ## Documentation Index
> Fetch the complete documentation index at: https://dronelist.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# People

> The contacts at your clients — roles, notes, email history, and imports

# People

People are the individuals at your [companies](/docs/features/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.

## 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.

### Roles

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

| Role                  | Meaning                                |
| --------------------- | -------------------------------------- |
| **Decision Maker**    | Can approve or reject on their own     |
| **Champion**          | Wants it to happen, inside the company |
| **Economic Buyer**    | Controls the budget                    |
| **Technical Buyer**   | Judges whether it will work            |
| **Blocker**           | May slow it down or stop it            |
| **Primary Contact**   | Your day-to-day person                 |
| **Technical Contact** | Answers the technical questions        |
| **Financial Contact** | Handles billing and payment            |
| **Other**             | None of the above                      |

### 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.

***

## 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.

***

## Sending email

With Gmail or Outlook connected under [Settings → Integrations](/docs/features/settings), 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 <kbd>⌘</kbd>/<kbd>Ctrl</kbd> + <kbd>Enter</kbd>.
* 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.

<Note>
  The [assistant](/docs/features/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.
</Note>

***

## Importing a contact list

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review and clean">
    Fix any status, role, or other values dronelist did not recognise, then import.
  </Step>
</Steps>

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.

***

## Tips

<AccordionGroup>
  <Accordion title="Fill in the role before you send a proposal">
    Knowing whether your contact can say yes, or has to ask someone who can, changes what you write
    and who you copy in.
  </Accordion>

  <Accordion title="Write the About once, keep notes dated">
    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.
  </Accordion>

  <Accordion title="Add the second contact before you need them">
    Clients forward proposals to colleagues. Anyone not on the proposal hits the email gate — see
    [Proposals](/docs/features/proposals).
  </Accordion>
</AccordionGroup>