How to Find the Right Social Profile for a Contact

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This article explains how the InsideView Sales lets you find a social profile for an executive. It outlines the steps to pair a social profile for an executive.

The Not the right social profile? button also allows you to resolve incorrect social profile matches by letting you search and select the correct match from a list of social profile matches in the InsideView's database. 

Step Description Details
 1 Go to Executive Detail page In both CRM and Web view, search for an executive to open the Executive Details page. You can also select a contact in the People to open this page.

not_right_social1.png

Click the pecnil_ico.pngNot the right social profile? link to find social profiles that matches with that executive's name.

 2 Select the right profile If there is no social profile selected for an executive, then you can select a profile from the search results and map it to that executive.

If you think the social profile of an executive is matched incorrectly, then identify the correct social profile in the search results and click the Select link as illustrated:

not_right_social2.png

Click Done.

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