While the Person Details panel offers a quick glance of a Person's data, the Person Details page allows you to view all of that data and edit existing additional fields.
As long as the fields are mapped, any data imported from Salesforce or a CSV file will be added to their equivalent fields.
When any of the fields are updated and bidirectional sync is enabled for your team, updated fields will also update the Salesforce Lead or Contact record.
In this article, you will learn about the information you can view and edit from the Person Details page, including:
- Editing the Person Details Page
- Standard Contact Information Fields
- Person Custom Fields
- Personal Links
- Person Location
- Company Information
- Import History
- Person Owner
To access the Person Details page and edit any information, follow these steps:
- Go to the Person Details panel on the Person Profile page.
- Select the Edit button in the upper right corner of the panel.
- Find the section and appropriate field.
- Type the updated information in the text box.
- Once your information is completed, click the Save button in the upper right or bottom left of the page.
If all the information looks good, follow the breadcrumb link to get you back to the Person Profile page. The breadcrumb link is the Person’s name in the upper left corner of the Person Details page.
The standard contact information fields contain the basic information about the Person and how to get in touch with them. These are the primary details you want when reaching out to any prospect or customer.
The standard contact information falls into three different sections of the Person Details page:
- First Name
- Last Name
- Job Title
- Job Seniority
Custom fields are additional field types that your team admin can create. With custom fields in place, you can view the specific data that relates to the SalesLoft Person.
For example, maybe you need to reference a specific Salesforce field when talking to a potential customer. After an admin creates and maps that custom field, you can view that information after the Person has been imported.
All of the custom fields will be listed under the Custom Fields section of the Person Details page.
Personal links offer quick access to sources outside of SalesLoft. You can think of them like the links that offer that personal touch.
All of the Person links will be listed under the Personal Links section of the Person Details page. When the fields are completed, the links will appear as icons at the bottom of the Person panel.
The Personal Links section contains the following fields:
- Personal Website
- Personal LinkedIn URL
- Personal Twitter Handle
Location Details inform you about the whereabouts of the Person.
All of the location-related fields will be listed under the Location Details section of the Person Details page. The Location Details section contains the following field types:
- Time Zone: Time zone is automatically detected based on City, State, and Phone Number fields. If the time zone is incorrect, you may edit it by using the dropdown menu.
The Company information shows information that related to the Company the Person works for.
If a Person is linked to a SalesLoft Account, that Account information will fill in the Company category. The Account-specific information includes:
- Linked Account: a link that will take you to the Account Profile page
- Company Name
- Company Website
- Company Industry
Separate from the Company category, there is the Work Location category. The Work Location category includes:
- Work City
- Work State
- Work Country
The Import History shows a list of import names based on when the Person was imported into SalesLoft.
Typically, you will only see one listing below Import History, but if multiple SalesLoft users have imported the Person from different campaigns or CSV files, you will see a list of all of those imports below the history.
Typically the user who imports or adds the Person to SalesLoft. If someone is the SalesLoft owner of a Person record in SalesLoft, that Person will appear under the owner's People list view by default. To learn more about the SalesLoft owner, check out the Understanding SalesLoft and Salesforce Ownership article.
Things to Note: You do not need to own the Person in order to communicate with them.
The Person Owner may be edited. To edit the Person Owner, follow these steps:
- Click Edit in the upper corner of the Person Details panel.
- Find and click the Person Owner field.
- Search and select the updated Person Owner.