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Thrive 2.0 Onboarding Videos: People

Written by Vincent Turk

This article covers the People tour — how to find the right individuals in your database and what you'll see inside a full people record. Much of the index functionality here carries over to the Projects and Companies index pages too.

Questions as you go? Reach out to your CSM, and share ideas through Submit Product Feedback (Home icon → Send us a message).


Tour 2: People

People Index

Your home for finding the right individuals in your database — and Thrive 2.0 gives you stronger ways to search than ever.

In this video:

  • A traditional list view, plus a new card view that mirrors the top of a full profile

  • Quick-add buttons to drop someone into a project or a list

  • Export to CSV, sent straight to your Exports section to download now or later

  • Familiar filters (skills, functions, name, title) plus new regional filtering by time zone, US and international regions, and metro areas

  • Natural language search — the biggest update here — combining structured fields and AI-interpreted data (even parsed resumes) so you can search in plain English, like "Show me CFOs in New York City"

People Profile

A walkthrough of the full people profile — everything you can see and do once you open an individual's record.

In this video:

  • A fixed header with current company, title, and location, plus an off-limits banner when applicable

  • Contact methods shown in blue when present and gray when missing, editable via the pencil icon

  • Quick actions to add the person to a project or list

  • Tabbed sections navigated left to right: Overview (with an AI summary, tags, recent outreaches, job preferences, demographics, and custom fields), Experience, Projects, Lists, Notes, Outreach, Scorecards, Events, Activity, and Compensation

  • A new Networks tab for references, introductions, and other connection types — plus a new Work Overview tab showing who in your system has been a coworker

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