Working with people

Overview

Ortto’s People feature gives users access to all customer data in their account, gathered from people who interact with connected data sources. This data, along with organization’s details, is stored in the Customer Data Platform (CDP)—the central source of truth for all customer and people information in the Ortto account.

Accessing people

Navigate to CDP > People.

Working with people

• Add people.
• Managing people.
  • Tag and untag people.
  • Viewing and editing a person.
  • Managing people's phone numbers.
• Creating custom fields.
  • System person fields.
  • Salesforce fields.
  • Pipedrive fields.
  • Hubspot fields.
  • Magento 2 fields.
  • Squarespace fields.
  • Calendly fields.
  • Chargebee fields.
  • Stripe fields.
  • Intercom fields.
  • Zendesk fields.