Person Detail View person-detail-view
Person detail view provides a detailed profile of each person in your MSC account.
How to Access how-to-access
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To access the person detail view, click the People tab.
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Click on the desired person.
note tip TIP Pretty much anywhere you see a person’s name, you can click on it and get to their Person Detail View.
About Tab about-tab
Includes all of the person’s contact information.
Contact Card
- Contains contact information like: email address, name, company, title, phone number, and social media links
Groups
- Displays and manages what groups this person is a member of
Account Information
- Can add a person to Salesforce
- Pull account and lead/contact information from Salesforce
Custom Fields
- Add or remove custom fields that can be used as dynamic fields in your templates and campaigns
Notes
- Create custom notes
Engagement Tab engagement-tab
See how this person is engaging with your outreach.
Sales Connect Activity
- See engagement activities from your sales emails and campaigns
Marketing Activity
- See how your person is engaging with marketing campaigns
History Tab history-tab
Shows your outreach history. Includes emails, campaigns, and calls.
Sales Campaigns
- See any active or completed campaigns this person belongs to
Marketing Campaigns
- See any marketing campaigns this person is a member of
Sales Emails
- See any emails you’ve sent this person and the engagement metrics
Sales Calls
- See any calls you’ve made to this person
Tasks Tab tasks-tab
Manage tasks associated with this person.
Actions you can perform:
- Edit or delete a task
- See the due date
- Click on the Type to launch the Sales Phone if Call, Email Compose if Email, Linkedin if Inmail, and Custom Note if Custom.
- Mark a task as complete