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Records overview

Records is the shared database of people, companies, and product-specific interests in your workspace. Channels and lists do not create separate copies of this core information. They provide different ways to distribute or work with the underlying records.

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Record types

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Records are not channels or lists

  • A record stores information.
  • A channel controls how eligible interests are distributed in Markets.
  • A list organizes records for a team process in Company Platform.
The same person can therefore appear in Records and in one or more operational contexts without becoming a different person.

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Find and inspect records

Use Records in the sidebar to open:
  • Persons for contact and consent information
  • Interests for product, qualification, quality, and routing state
  • Companies for organization records
Open a record to inspect its related interests, activity, assignments, and transactions.

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When to use Records

Use Records when you need to:
  • find everything known about a person or company
  • inspect all interests regardless of channel or list
  • correct shared contact information
  • investigate potential duplicates
  • understand the history behind a delivery
Use a channel or list when you need to perform work for a specific distribution setup or team process. Next: Persons and interests · Lists · Prevent duplicates