Insights Summary Panel Actions

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Insights Summary Panel for Account, Contact, Lead or Opportunity provides buttons to view Overview, Research, Find/Other Contacts, Start a Conversation and Family Tree.

Here’s how you can use these buttons:

account_summary_panel.png

Use these buttons as described here:

  • Overview to view a company’s news, key contacts, firmographics, news and key contacts.
  • Research to view industry information, similar accounts (competitors), and financial data.
  • Find Contacts to view contacts in a company you are following.
  • Family Tree to view subsidiaries, acquisitions, international divisions, and other corporate relationships.

Contact's Summary Panel

contact_summary_panel.png

Use these buttons as described here:

  • Overview to view a company’s news, key contacts, firmographics, news and other key contacts.
  • Start a conversation to view the contact’s demographic information, connections, blog and social media feeds.
  • Other Contacts to view other contacts in a company.
  • View More to view the news about the contact.

Lead's Summary Panel

lead_summary_panel.png

Use these buttons as described here:

  • Overview to view a company’s news, key contacts, firmographics, news and other key contacts.
  • Research to view industry information, similar accounts (competitors), and financial data.
  • Other Contacts to view other contacts in a company.
  • Start a conversation to view the lead’s demographic information, connections, blog and social media feeds.
  • View More to view the news about the contact.

Opportunity Summary Panel

opportunity_summary_panel.png

Use these buttons as described here:

  • Overview to view a company’s news, key contacts, firmographics, news and other key contacts.
  • Research to view industry information, similar accounts (competitors), and financial data.
  • Find Contacts to view contacts in a company you are following.
  • Family Tree to view subsidiaries, acquisitions, international divisions, and other corporate relationships.
  • View More to view the news about the contact.

Insights components

Insights components provide functionality to view firmographic data, add companies and contacts to Watchlists, update contact information, and edit or report incorrect company or contact information.

account_action_panel.png contact_action_panel.png

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