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Documentation Index

Fetch the complete documentation index at: https://help.statisfy.com/llms.txt

Use this file to discover all available pages before exploring further.

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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.

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Origin Field

The Origin column indicates where a person record was created:
Origin ValueDescription
CRMThe person was synced from your connected CRM (Salesforce, HubSpot, etc.)
STATISFYThe person was created manually within Statisfy
To use the Origin field:
  1. Open the column selector in the People list and add the Origin column
  2. To filter by origin, apply a segment filter on the Origin field — for example, filter by Origin = CRM to see only CRM-synced contacts, or Origin = STATISFY for manually created ones
  3. Origin filters can be combined with other field filters (e.g., Title, Account) for more targeted views
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.