Contacts, records, and data

Understand schemas, contacts, objects, and events

Learn how contact, object, and event schemas structure your data, which base attributes each type includes, and why schemas matter.

Learn how to add stored and evaluated attributes to a schema, choose a type, set defaults, and use auto-fill and scheduled values.

Learn how to add contacts by hand, edit and tag them, run bulk actions, and understand how maxclicks identifies each person.

Define business events and collected observations, connect their sources, and use recorded activity in workflows and scheduled evaluated attributes.