Build and Research Your People List

People Vieu gives you one place to manage and research the individual people you're targeting.

Use it to see who you're working with, which accounts they belong to, whether you have connectors to them, and whether an introduction is already underway.

What you can do in People Vieu

Follow the workflow or jump directly to the section you need:

• Access People Vieu → Choose the people list you want to work with

• Understand and customize your view → Review your targets, filter the list, and customize columns

• Take action on a person - Get deeper context or find warm paths

• Add people → Add individual people or upload a list 

• Filter your people → Narrow your view to the people you want to focus on

If you already know who you want to reach and only need an introduction path, see Find Connections by Person.

1. Navigate to People Vieu

1. From Home, click People in the top navigation bar.

People Vieu opens with your people displayed in a table. Use the All People Lists dropdown in the top-left corner to choose the list you want to work with.

2. From Planner Agent

Planner Agent may take you directly to People Vieu when your query involves researching or evaluating specific people.

For example:

• Show me stakeholders at ACME I can reach out to
• Find people with the strongest connectors at Icertis
• Show people in my Enterprise Champions list

Depending on your query, Planner Agent may automatically apply filters and open People Vieu with the relevant people already displayed.

2. Understand the People's Vieu

The People vieu gives you a single place to manage everyone you're targeting. Every person appears as a row with their role, company, available connectors, and introduction status, so you can quickly understand who to prioritize and what action to take next.

Use this table to understand and quickly identify who's reachable, who's already being worked on, and who should be your next priority.

3. Take action on a person

Every row in the Actions column gives you two options - Ask VieuAI or Find Connections

1. Research a person with Ask VieuAI

Click Ask VieuAI to open a complete research panel for that person.

From here you can review:

You can also ask questions such as:

• How do I get connected with this person?
• Summarize their career.
• What's Vieu's history with them?

2. Find Connections

Once you know this is someone you want to engage, click Find Connections from their row.

This takes you to Connections Vieu, where you can see the people in your network who can help you reach that person and evaluate the available paths.

4. Add people to your list

Use Add People when you discover someone new through a call, org chart, event, account research, or another source and want to start tracking them in Vieu.

Click Add People in the top-right corner.

It will open up the following panel:

From here:

1. Use Find People to search by name. Review the title and account shown with each result to make sure you've found the right person.
2. Select one or more people using the checkboxes.
3. Under Adding People To, choose the list where you want to add them. You can switch between My Lists and All People Lists.
4. If you need a new group, click Create New List and create one for your account, campaign, or initiative.
5. Click Add to Lists to confirm.

If you already have a larger contact list outside Vieu, select Upload CSV to add people in bulk.

5. Narrow your view - Filter

Use filters, search, and saved lists to narrow the table to the people you want to work with.

Click Filters at the top of People Vieu to narrow your list to the people most relevant to what you're working on.

You can filter by:

Need help?

If you run into issues during setup or want help with field mapping, reach out to us at valet@vieu.com.