InsideView Products Release Notes

Mobile Phone Numbers

InsideView Insights now allows you to access the mobile phone number of executives, provided we have the mobile number in the InsideView database. InsideView’s Mobile Number feature will increase the probability of directly contacting your prospect for better business outreach.

Note: The Mobile numbers for executives are available only when you purchase the InsideView Elite license.

You can view Mobile phone numbers in both the CRM and Web views.

Web View:

CRM View:

The Mobile Number feature allows you to view the type of phone number by hovering on the green dot icon.

In the List Build search, you can select the Mobile Phone filter to search executives with mobile numbers. You can also view the Mobile number icon in the Contact Info column in the People search results.

Mobile Phone is available as a mappable field in the field mappings, which can be used to push the mobile number to the respective CRM field.

For more information, read the following articles:

• Step 2: Prioritize Leads
• Step 3: Prepare
• Using Connections
• How to Build Lists

Multi-Sync Companies and People as Accounts, Contacts, and Leads

Now you can export companies, contacts, and leads in bulk from the InsideView Insights list build search results to Salesforce and Microsoft Dynamics 365.

You can also bulk export or sync companies from Family Trees, Global Search, and the Browser Extension.  Contacts and leads can be exported in bulk from the People tab, Global Search, and Browser Extension, in addition to List Build results.

The "Export" option allows you to create new records or update existing records. Your Account Admin has the control and flexibility to set field update rules and bulk export settings for your account, contact, and lead objects.

For more information, read the article Exporting (Multi-Sync) Companies, Contacts, and Leads to Your CRM in our Knowledge Base.