People Management in the Scout Chrome Extension

  • Updated

You access People Management capabilities by clicking the Analytics icon in the left panel and then selecting People

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What People Are on This List?

  • Contacts at the account
  • Leads matched to the account through Demandbase Lead to Account Matching
  • Leads can come from Salesforce, Marketo, HubSpot, Eloqua, etc.

Getting Details about People

Select a person to view the details:

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After selecting a person, you can view their specific details:

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Updating Salesforce Values

When looking at an individual person, select Edit Information

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Click a field value to change it in Salesforce.

  • Some fields cannot be updated such as multi-select fields, Salesforce system fields, and any  that have validation, or other rules.
  • The Salesforce user syncing Demandbase and Salesforce together may not have permission to write to, or edit specific fields in Salesforce.

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Changing Highlighted Fields

Click a highlighted field to change it and click Save to save your changes. 

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Person Details

Click the Settings gear icon in the field that shows Person Details. 

Customize which details to display in the person’s profile using this option: Edit Person Details Fields to Display.

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Adding New People

You must populate all details to add someone.

People are added as Leads with the Company field set to be the account name.

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Grouping People

Click the Group icon to group users into specific groups such as by Role or Department.

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