What is a People Card?
In Teamgate, People refer to contacts you have within already established customer accounts that you are doing business with (see our terminology guide for more info). People cards hold specific information about that person and the business they are associated with.
It is important to customize the people card so that it houses all the information that you need to to business. If you haven't done so already, take a look at our write up on how to customize lead cards.
We recommend that the lead card be the first card that is customized. This will help in determining what information you want to carry over when that lead is converted into a person within a deal/company. It will also help make clear what additional information you want to be stored within the people card that wasn't necessarily relevant when they were a lead.
How to Customize the People Card?
There are 2 main sections that you can customize within the people card:
The left side houses the information on the person
The right side displays other records associated with the person as well as any integration modules you may or may not have connected to your Teamgate account
Customizing the Left Side
As you may have done with the lead card, navigate to the account settings page and click on Customization. Then navigate to the Mandatory Fields and Custom Fields subsections. Use the tips on the right side of the page to guide you through set up of these pages.
Navigating to the customization settings
Make sure to select People in each respective screen to make sure you are editing the correct record.
Pro Tip: Much like you may have realized when customizing the lead card. This process may be simple to do, but requires careful consideration about what information you need to have stored on the platform to effectively go about your business. Take time to think about this and talk with your team about what information they need as well.
Custom Field Mapping
Once you have added all of your Custom Fields within the customization screen, it's now time to map your custom fields. Mapping tells the platform where (and whether or not) to send this information to other records associated with this person. This eliminates extra data entry and keeps information within all records in the same company consistent.
For example, below you can see that we want the order history of this person also be the same within any deal that is associated with them. Clicking the drop down in that row will pull up all standard text (the type of custom field) fields that already exist within the deal card. Select the corresponding field in the deal card, work thought the other rows, and click save when you are done.
It's important to note that you need to have customized the company and deal cards in your platform to also have those same fields in order to map them properly. The process is exactly the same as what you have done thus far, but we still have articles on setting up your company card.
Not every field needs to be mapped, there will be information in Lead, People, and Deal records that will be unique to that type of record and won't be relevant in others.
Customizing the Right Side
This should be a simple task that only takes a few minutes if you have already taken the time to set up any necessary integrations.
Navigate to any people card within your account
Click the settings icon on the top right, directly below where it shows who owns this record
You will now see a checkbox appear next to each module. Simply check the box for each module you would like to have as a part of your people cards. When you are done, scroll to the bottom and click "Save"
Pro Tip: You can also drag and drop modules so that they are in whatever order that makes sense to you, most likely in order of importance.
We recommend that you keep the Deals, Products, and Associated Contacts modules at the very least as they are used in 99% of our customer's use cases.