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People lists the contacts in Doris. Click Records in the sidebar, then click the People tab.

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Find a person

1

Search

Type a name in Search people….
2

Filter

Click Filter to filter on Company, Stage, Level or Decision Power.
3

Scan the row

The list shows Person, Email, Title, Company, Last Contact, Stage, Level and Decision Power.
4

Open the person

Click a row to open the person page.

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Read a person

The page header shows what Doris knows about the person, when it has the data:
  • Job title and deal role
  • Decision power
  • ★ Champion, if Doris marks the person as a champion
  • Sentiment
  • Days since the last contact
  • Number of meetings
  • Links to LinkedIn and to the CRM record
The page also has these sections:
  • Narrative is on the left. Doris writes this summary of the person from your calls and emails.
  • Deals on the right lists the deals the person is on.
  • Activity on the right lists calls, emails and other events with this person. Use the filter to show one kind.

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Where people data comes from

People sync from your CRM. Doris adds context from calls and emails. Your admin connects the CRM. See HubSpot or Salesforce.
If a person has no company, check Data quality.