Easily add, view, sync, and manage all People & Participants in one place with Rally.
Add People to RallyUtilize Salesforce or Snowflake integrations, CSV uploads, or manual entry to add People to your Rally CRM.
People, Panelists, ParticipantsLearn the difference between People, Panelists, and Participants.
Participant ProfileView a Participant's complete history of outreach, participation, submissions, documents, governance updates, and more.
Manage People in RallyCustomize the layout of all Participant tables across Rally.
Participant StatusesLearn what each Participant Status means, when and why they update, and how to manually update as needed.
Add People ManuallyAdd individual people to your Rally CRM.
Add People to a PopulationMove or sort known participants into Populations.
Add People via CSV ImportQuickly add many participants and their property data to your Rally CRM database.