Scope
This guide covers daily operation for People, Leads & Contacts. Availability depends on your tenant package, role and configured providers.
Purpose
Operate one customer record across acquisition and lifecycle views.
Search, update, assign and inspect customer records.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Search, update, assign and inspect customer records.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Route eligible records from forms, events and campaigns.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Review acquisition, engagement, lifecycle and owner movement.
Verify the result
Review acquisition, engagement, lifecycle and owner movement. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Apply tenant access, field rules and consent context. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.