You access People Management capabilities by clicking the Analytics icon in the left panel and then selecting People.
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:
After selecting a person, you can view their specific details:
Updating Salesforce Values
When looking at an individual person, select Edit Information
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.
Changing Highlighted Fields
Click a highlighted field to change it and click Save to save your changes.
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.
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.
Click the Group icon to group users into specific groups such as by Role or Department.