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Video Tutorial

In this tutorial, we’ll explore the ‘People’ section and how to effectively use its features. Step 1: Navigate to the ‘People’ section. Here, you’ll find two categories: ‘All People’ and ‘My Key People’. Step 2: To mark a person as a key individual, select their name. For this example, we’re using ‘Jacob’. Selecting Jacob from the People list to mark as a key person Step 3: Once you’ve marked Jacob as a key person, he’ll be tagged as such and moved to the ‘My Key People’ section. Jacob tagged as key person and shown in My Key People section Step 4: To return to the ‘All People’ section, simply click on it. Navigating back to the All People section Step 5: In each person’s profile, you’ll find their name, the account they belong to, their title, role, sentiment, engagement level, last interaction, key person status, import status, current ARR, and renewal date. Step 6: To view more details, click on the ‘Expand’ option. Clicking the Expand option to view more contact details Step 7: In the expanded view, you’ll see the person’s email ID, last engagement, total number of engagements, communication mode, strategic objective, and sentiment. Step 8: Now, let’s look at the two views available in the ‘People’ section: ‘All Accounts’ and ‘My Book’. People section showing All Accounts and My Book view options Step 9: ‘All Accounts’ is visible to all admins or managers. All Accounts view displaying contacts visible to admins and managers Step 10: ‘My Book’ is a personalized view. If you’re a CSM assigned to specific accounts, you’ll only see those accounts here. My Book view showing personalized contacts for CSM assigned accounts My Book view with filtered contacts specific to the logged-in user And that’s it! You’ve now learned how to navigate and use the ‘People’ section effectively. Thank you for following along.