The People database shows Lead and Contact records from your customer relationship management (CRM), marketing automation system (MAS), and CSV imports.
Tip: You can export fields to CSV by clicking Export Fields and change the fields listed by clicking Edit Fields Layout. You can also arrange, add, or remove columns by clicking the Edit Columns button under the table.
People Database
To view all People records in Demandbase, from the left navigation bar, go to Database > People.
People are listed in table rows. To see in-depth information about a person, click on the individual person name.
Within the individual person record, click on the tabs to see related fields, activities, opportunities, and accounts.
Person Lists
To view all People lists created in Demandbase, from the left navigation bar, go to Database > People > Person Lists. See Create Person Lists.
Person Data Import
To view all People CSV files imported into Demandbase, from the left navigation bar, go to Database > People > Data Import. See Import or Update Account, Opportunity, People, and Activity Data from a CSV File.
Person Filters
To view all People filters created in Demandbase, from the left navigation bar, go to Database > People > Person filters. See Create and Save Filters.
Person Segments
To view all People segments created in Demandbase, from the left navigation bar, go to Database > People > Person Segments. See Understanding Segments.
Take Action with People
You can Take Action with People records directly from Demandbase. See Taking Action with Accounts and People.