How Do I Find the Right Company?

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This article explains how InsideView Sales finds the correct match for a company in the CRM. It outlines the steps to resolve the incorrect company pairing.

InsideView shows real time matches for a company. The Not the right company? feature allows you to resolve any incorrect pairing with the right match.

For example, if you are looking for Global Lion Group, Inc., but the CRM record only says Lion Group, InsideView matches to The Lion Group. This pairing is done based on popularity using the information already present in your CRM. In such cases, resolve the incorrect pairing with a more appropriate match.

To resolve incorrect pairing follow these instructions:

Step Description Details
1 Open the account Open any account record in your CRM and scroll to the InsideView section.
2 Find the right company Click the Not the right company? link as illustrated:

1_Not_the_right_company_link_small.jpg

3 Review search results A list of suggested matches appears. Search for the correct company by typing the name in the search box.

2_List_of_results_small.jpg

4 Select a company Locate the correct company and click the Select link.

3_Select_Correct_company_small.jpg

A green tick indicates the newly paired company. This record becomes the default pairing for that particular company.

4_Selected_Company_small.jpg

If a company match is not found you can click the Add a Company link. To learn how to add a company, read the article How to add a Company or a Person's Record in our Knowledge Base.

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