> ## 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.

# Section Overview Of People Contact

> In this tutorial, we'll explore the 'People' section and how to effectively use its features.

## Video Tutorial

<video controls className="w-full aspect-video rounded-xl" aria-label="Video tutorial: Overview of the People and Contacts section in Statisfy" title="People & Contacts Overview Tutorial">
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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](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/a3e53fcb-3de4-4d58-9054-752f3ee10bd2/89d6f599-18e1-41b1-af7b-cfc97bf1ba75/images/763ce59c-f6d8-41a4-9506-9cee73521020.png)

**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](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/a3e53fcb-3de4-4d58-9054-752f3ee10bd2/89d6f599-18e1-41b1-af7b-cfc97bf1ba75/images/9bfb500b-6f51-430e-a279-77675e310b11.png)

**Step 4:** To return to the 'All People' section, simply click on it.

![Navigating back to the All People section](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/a3e53fcb-3de4-4d58-9054-752f3ee10bd2/89d6f599-18e1-41b1-af7b-cfc97bf1ba75/images/e1bcb033-f9f9-4b60-b0a4-84db9d410940.png)

**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.

### Origin Field

The **Origin** column indicates where a person record was created:

| Origin Value | Description                                                               |
| ------------ | ------------------------------------------------------------------------- |
| **CRM**      | The person was synced from your connected CRM (Salesforce, HubSpot, etc.) |
| **STATISFY** | The 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](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/a3e53fcb-3de4-4d58-9054-752f3ee10bd2/89d6f599-18e1-41b1-af7b-cfc97bf1ba75/images/7f13aff2-3635-41e0-bf66-ebfbe171d893.png)

**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](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/a3e53fcb-3de4-4d58-9054-752f3ee10bd2/89d6f599-18e1-41b1-af7b-cfc97bf1ba75/images/59ae6ce7-d53b-4423-8b21-fcd66c0fa68c.png)

**Step 9:** 'All Accounts' is visible to all admins or managers.

![All Accounts view displaying contacts visible to admins and managers](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/a3e53fcb-3de4-4d58-9054-752f3ee10bd2/89d6f599-18e1-41b1-af7b-cfc97bf1ba75/images/11191824-b499-4fdc-9453-9f9d6efc1cb1.png)

**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](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/a3e53fcb-3de4-4d58-9054-752f3ee10bd2/89d6f599-18e1-41b1-af7b-cfc97bf1ba75/images/6953e0a5-798f-430d-b7f4-5359711d1317.png)

![My Book view with filtered contacts specific to the logged-in user](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/a3e53fcb-3de4-4d58-9054-752f3ee10bd2/89d6f599-18e1-41b1-af7b-cfc97bf1ba75/images/0e2ce7c1-92c2-41a5-8a22-2e6cebde5b85.png)

And that's it! You've now learned how to navigate and use the 'People' section effectively. Thank you for following along.