The People Database shows Lead and Contact records from your CRM, Marketing Automation System (MAS), and CSV imports. See Understanding the Demandbase Database and Create a Person List.
Person Details
From the left navigation bar, go to Database > People.
Select a person record to see the following details:
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Fields: See person details.
Tip: Search fields, export data, or edit fields layout. -
Activity log: See person's activities.
Tip: Apply quick filters, search activities, export data, or edit columns. -
Opportunities: See opportunities related to the person's account.
Tip: Apply quick filters, search opportunities, export data, or edit columns. -
Accounts: See related account details.
Tip: Search fields, export fields, or edit fields layout.
From the person record, click the following buttons to navigate to related pages:
- Account: Opens the related Account details page.
- Go to Dashboard: Opens the Person dashboard. See Understanding the Person Dashboard and People Page.
Take Action with People
Take Action with People records directly from the People database. See Understanding Take Action.