Setting up InsideView Connections

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Use InsideView Connections to identify ways to connect to target companies and people through the following connection categories:

Work History: Enter the companies that you've worked for to identify connections and find referrals to your prospects through your previous employers and co-workers.

Education: Enter the names of all the colleges and universities you have attended to find referrals through your fellow alumni.

Reference Accounts: Enter the names of companies you have done business with to identify employees at those companies who connect you to your target.

Personal Connections: Import your contacts from LinkedIn, Gmail and Outlook to identify connections and find referrals to a company or specific person through the people you know.

What do you want to do?

Add your previous employers

Add your colleges or universities

Add your personal reference customers

Add your Gmail contacts

Add your LinkedIn contacts

Add your Outlook contacts 

Add your LinkedIn contacts

StepDescriptionDetails
1 Go to the People you Know tab On the Connection Settings page, do one of the following:

On the Overview tab, click the People you know  icon or click the People you know tab. 

2

Add LinkedIn Connections

On the People you know tab, in the LinkedIn box, click Connections.

In the Add LinkedIn Connections pop-up window, click the link in step 1 (Export Connections from LinkedIn). If prompted, log in to your LinkedIn account.

3 Import your outlook.csv file On the Export LinkedIn Connections page, select the Microsoft Outlook.csv file type.

Click Export.

If prompted, complete the security verification check and click Continue.

Save the exported file.

4 Import Connections On the People you know tab, under LinkedIn, click Add Connections.

Click Browse and select the Excel file that has your contacts.

Click Upload.

Note: When you import your contacts into InsideView, all of them may not be imported. To understand how this works, read the article, 'Why Don't I See All of my LinkedIn, Gmail, and Outlook Connections in InsideView' on our Knowledge Base. Also, a change to a contact's information in LinkedIn does not automatically update in InsideView. To update your LinkedIn connection in InsideView, perform a LinkedIn import on your InsideView Connections Setting page.

Watch this How-To video to add your LinkedIn connections:

Add your previous employers

StepDescriptionDetails
1 Navigate to Connections Setting page

Open InsideView mash-up in your CRM and then click Setup Connections.

Or

In the stand-alone InsideView application, click the Connections link.

2 Go to the Work History tab On the Connections Settings page, do one of the following:

On the Overview tab, click the Work History icon or click the Work History tab.

3 Enter Work Information On the Work History tab, enter information in the following boxes:
  • Company
  • Start typing the name of your company and select the complete name from the list of suggestions.
  • Job Title
  • Duration
4 Add Click Add.


Add your Gmail contacts

StepDescriptionDetails
1 Go to the People you Know tab On the Connection Settings page, do one of the following:
  • On the Overview tab, click the People you know  icon or click the People you know tab. 
2

Add Contacts 

On the People you know tab, under Gmail, click Add Contacts.

On the Gmail login page, enter your username and password. Click Accept. 

When the import is completed, you can see the names of all the Gmail contacts who are added to your connections. Click Close.

3 Remove a Connection To remove a connection, click the icon next to the name of the person.

Note: When you import your contacts into InsideView, all of them do may not be imported. To understand how this works, read the article, 'Why Don't I See All of my LinkedIn, Gmail, and Outlook Connections in InsideView' on our Knowledge Base.

Add your colleges or universities 

 
StepDescriptionDetails
1 Go to the Education tab On the Connections Settings page, do one of the following:

On the Education tab, click the Education icon or click the Education tab. 

2

Enter Education Information

On the Education tab, enter information in the following boxes:
  • School Name
  • Start typing the name of your college or university and select the complete name from the list of suggestions.
  • Degree
  • Duration
3 Add Click Add.
 

Add your personal reference customers  

StepDescriptionDetails
1 Go to the Reference Customers tab On the Connections Settings page, do one of the following:

On the Overview tab, click the Reference Customers   icon or click the Reference Customers tab. 

2

Enter Education Information

In the Enter your Companies box, enter the list of companies you want to add.

Note: You can enter the names of all the companies on the same line separated by commas, or enter the name of each company on a separate line.

Select one of the following depending on how you entered the names of the companies:

  • New Line
  • Comma 
3 Add Reference Customers Click Search.

From the search results, select the checkboxes for the companies that you want to add, and then click Add Reference Customers.

 

Add your Outlook contacts

 

StepDescriptionDetails
1 Go to Microsoft Outlook The following steps enable you to create an outlook.csv file that is needed to import into InsideView.
  • In Microsoft Outlook, click File, click Options, and then click Advanced.
  • Under the Export section, click Export.
  • In the Import and Export wizard, click Export to a file and click Next.
  • Under Create a file of type, click Comma Separate Values.
  • Under Select folder to export from, select Contacts and then click Next.
  • In the Export to File dialog box, click Browse, and select a destination folder for the file.
  • In the File name box, enter a name for the file, and then click OK.
  • Click Next, and then click Finish.
2

Import Contacts in InsideView

To import your Outlook contacts to InsideView, navigate to the Connection Settings page, and click the People you know tab
  • On the People you know tab, under Outlook, click Add Contacts.
  • Click Browse and select the Microsoft Excel file that has your contacts.
  • Click Upload. To remove any person from the list, click the close icon next to the person's name.
  • Click Save.

Note: When you import your contacts into InsideView, all of them may not be imported. To understand how this works, read the article, 'Why Don't I See All of my LinkedIn, Gmail, and Outlook Connections in InsideView' on our Knowledge Base. 

 

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