The People Database shows Lead and Contact records from your CRM, Marketing Automation System (MAS), and CSV imports. You can view person details, review activities, and take action on individual records.
See Understanding the Demandbase Database and Create a Person List.
View Person Details
- From the left navigation bar, go to
Database > People.
- Click a person record to view the following tabs:
- Fields: View person details, search fields, export data, or customize the field layout.
- Activity Log: View the person's activities, apply quick filters, search activities, export data, or customize columns.
- Opportunities: View opportunities associated with the person's account, apply quick filters, search opportunities, export data, or customize columns.
- Accounts: View related account details, search fields, export data, or customize the field layout.
You can also click the following buttons to navigate to related pages:
- Account: Open the related Account details page.
- Go to Dashboard: Open the Person Dashboard. See Understanding the Person Dashboard and People Page.
Take Action with People
You can take action directly from the People Database. See Understanding Take Action.