People Management in Scout
What People are on this list?
- Contacts at the account
- Leads matched to the account via our Lead to Account Matching
- Leads can come from Salesforce, but also Marketo, HubSpot, Eloqua, etc.
Getting Details about People
Click on a person to view the details:
Once there, your screen will look like this:
Updating Salesforce Values
When looking at an individual person, click the Pencil icon
Click on a field value to change it in Salesforce
❗ Some fields can't be updated: multi-select fields, SFDC system fields, and others that have validation or other rules may not be able to be updated.
❗ It's also possible that the Salesforce user syncing Engagio and Salesforce together doesn't have permission to write to or edit specific fields in Salesforce
Changing Highlighted Fields
Right-click on a Person's name to reveal the quick action menu.
Show Profile - Bring up the overview of this specific person
Edit Data - Jump into editing the Salesforce data values for this person
Re-match Lead - Have this person show up under a different account
Un-match Lead to Account - Remove this person from this account and don't add them to any other account. There isn't a way to undo this in Scout.
No Longer with Company - Marks them as "No Longer with Company" in Engagio only, it does NOT push to Salesforce. (If you want to update Salesforce, you can edit the data value for this)
Adding New People
👌 You do need to populate all details to be able to add someone.
👌 People are added as Leads with the "Company" field set to be the account name.
💡 Group by Custom Field -> Phone Number or any other attribute you want to see right on the people list