Configuring and Using the InsideView Browser Extension

In the Chrome Extensions, click the Pin icon next to InsideView.

Click Extensions on the menu.

Enable the Allow extensions from other stores check box in the lower left-hand corner of the Extensions page.

On the Microsoft warning message that shows you have not verified the extensions in the Chrome Web Store or anywhere else online. Click Allow to continue.

Go to the following URL to download the InsideView Browser Extension: https://chrome.google.com/webstore/detail/insideview/lheehdbcfgapcfcnhncidpmcmdodiidd then, click Add to Chrome.

On the Microsoft Company page, click the InsideView icon in the top right corner of the page to open the Extension.

When you click the InsideView icon, the Microsoft Company data from InsideView is matched and our data record is displayed:

Click the Expand icon at the left to expand the InsideView Extension.

When you click the Expand icon, the InsideView Extension appears in a wider view as illustrated:

In the InsideView Extension, click the Company tab to find quick links for the following information:

• In the Overview section, view company details such as name, company type, industry, phone number, revenue, employee count, and other firmographic information.
• In the Industry section, view a company’s primary business, Primary SIC, British SIC, and NAICS details.
• In the Family Tree section, view all parent-child relationships with an option to search companies within the tree.
• In the Similar Companies section, view all competitors who compete in the same business industry.
• In the Tech Profiler section, view technologies used by the company.

  Note: The Tech Profiler is available only when you purchase this add-on separately. You can search and filter based on technologies that you care about.

• Click the People tab to view the contacts and connections in that particular company.

  Select any contact to view complete contact details as illustrated:

• Click the Insights tab to view the latest news about that company.
• To close the InsideView Extension, click the Chevron > icon.

When you click the contact in the extension, you can view both the company and the contact details:

• For contacts, you can view their name, title, email, phone numbers, location, news, and social insights.

  

• Employment history is also shown in the contact's profile.

• Click the Update button to sync data to your CRM, the Wrong Info button to flag incorrect information, or the Add to Watchlist button to add the contact to one or more of your watchlists.

If both the contact and the company are not found, the InsideView Browser Extension will allow you to search our database to find the correct match.

If the person cannot be found, click the Add a Person link to add the contact details.

Note: When you click a LinkedIn profile and no company or contact match is found, the InsideView extension will show the Find the Correct Person screen.

When you search for companies and open the InsideView Browser Extension you can retrieve the company details from the InsideView database as illustrated:

Select any company on the list to view the company details. For example, click Microsoft.

If the company is not found in the InsideView database, you can search our database to find the correct match.

You can select the matching company from the list of Suggested Matches.

To use the InsideView Extension on the company's website, follow the instructions in the two sections above.

If there is no match found for the website, you can search our database to find the correct match.

Log in to Salesforce CRM, open an account, and then click the InsideView icon to open the extension.

To use the InsideView Extension on Salesforce CRM, follow the instructions in the two sections above.

To use the InsideView Extension on Microsoft Dynamics CRM, follow the instructions in the two sections above.