Scope
This guide covers setup & configuration for People, Leads & Contacts. Availability depends on your tenant package, role and configured providers.
Purpose
Operate one customer record across acquisition and lifecycle views.
Import, capture or create people with source context.
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
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Import, capture or create people with source context.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Review acquisition, engagement, lifecycle and owner movement.
- Apply tenant access, field rules and consent context.
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.