Outcome: answer “who do we already know at this company?” from one searchable page, then open the person or their company without leaving it.
Where to find it
Audiences → All people (or go to /people in your account). Prospects under Manage remains the campaign view; People is the directory.
Steps
Type in Search to filter by name, title, company or email.
Open Columns to show, hide or reorder columns (the picker remembers your choice; Reset restores the default set).
Click a person to open the slide-over: Personal Info, Company Info, Signals, Related and Campaigns — the campaigns this person was in, with their current status.
Click a company name in the table to open the company slide-over, with all prospects from that company one click away.
Click the image to watch the clip (recorded in Alta).
What you should see
A server-side table that paginates through every person in the account. People with a CRM record show the CRM reference icon next to their name; selected people can be synced to the CRM from the bulk actions.
Good to know
The same column picker is used on audience lists, so a layout you like carries over.
A Prospect Research tab appears on the slide-over when research notes are enabled for the account.
