Session 3 — Open a person

Goal: Reach a full person record from the list.

1. Go to People (g then p).
2. Optionally pick All People or a smart list in the sidebar.
3. Click a row to open the person.
4. Confirm you see three areas: profile, timeline/composer, and the right rail (deals / tasks / plans).
5. On My Day, mark Open a person record complete on the checklist if you use it.

Next: Session 4 — Log activity