Summary: Two tabs — Related on a person's profile and Campaigns on a prospect's profile — show you every other person or prospect record in your account that shares the same email or LinkedIn identifiers, so you can catch duplicates and jump straight to someone's other campaigns.
Who this is for: Anyone managing prospects or your People list — spotting duplicate person records, or checking whether someone is already running in another campaign before you add them to a new one.
Where to find them
Related tab — go to Prospects → People, click any person to open their slide-over, and select the Related tab.
Campaigns tab — appears on the same People slide-over, and also on a prospect's slide-over inside any campaign's Prospects tab.
The Related tab (People only)
Related lists every other Person record in your account that matches this one on Email, LinkedIn numeric ID, LinkedIn URL, or LinkedIn ID — the same real person who somehow ended up as two separate records. Each match is shown with the matching person's name and photo, plus a row of Matching identifiers badges (hover one to see the actual value that matched).
If nothing matches, the tab shows No related people — "No other people share this person's email or LinkedIn identifiers."
The Campaigns tab (People and prospect slide-overs)
Campaigns lists every prospect record tied to this same person, across every campaign in your account — not just the campaign you're currently looking at. Each one is a collapsible row you can expand into a mini timeline, showing:
The campaign name, and a Current badge on the record you opened the slide-over from (only when you're viewing it from inside a campaign).
The person's name and the assigned rep ("Rep: {name}").
A Matching identifiers badge row (skipped for the current record).
"Sourced {relative time}", with an "· Archived" suffix if that campaign has been archived.
The prospect's status badge, and an Open prospect button that opens that record in a new tab.
Rows are sorted by when each prospect was sourced, newest first. If this person isn't enrolled in any campaigns, you'll see No campaigns — "This person is not enrolled in any campaigns."
How the matching works
Both tabs match on identity fields, never on name: Email, LinkedIn numeric ID, LinkedIn URL, and LinkedIn ID (the prospect-side match can also key off the internal Person ID). Two prospects named "John Smith" with different emails and no shared LinkedIn identifier will never show up as related to each other.
The Campaigns tab casts a wider net than a same-person-only lookup: it also pulls in prospects tied to any other Person record that Related would surface. So if "John Smith" secretly exists as two separate Person records in your account (say, one sourced with a personal email and one with a work email that both roll up to the same LinkedIn profile), opening Campaigns from either one shows every campaign prospect for both identities — which is exactly the case you're trying to catch.
Tips and common pitfalls
The Related tab only lives on the People slide-over. Open a prospect from inside a campaign and you won't see a "Related" tab — you'll see "Campaigns" instead, which covers the cross-campaign case that matters most in that context.
Archived campaigns still count. A prospect sitting in an archived campaign will still show up in Campaigns, tagged "Archived" — worth checking before you spin up a new campaign for someone who's already been contacted.
No shared identifier, no match — even for the same human. If two records for the same person don't share an email or a LinkedIn identifier (e.g. different personal vs. work emails and no LinkedIn on file), neither tab will connect them.
Load failures are separate per tab. A failed Related lookup shows "Failed to load related people"; a failed Campaigns lookup shows "Failed to load campaigns." Re-opening the slide-over retries the request.
"Open prospect" respects your permissions. It opens the other campaign's prospect record in a new tab — you'll still need edit access to that campaign to act on it (Approve, Pause, Sync, etc.).
