Resolving an incorrect pairing for a company or contact match

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The pencil.png Incorrect Company? or Incorrect Contact? button allows you to resolve incorrect company or contact matches by letting you search and select the correct match from a list of matches in the Insights database. Here’s how:

Resolving incorrect company match

Step Description Details
 1 Go to the Company page Go to the Company page that has the incorrect company pairing, and then click the Incorrect Company? button:

company_incorrect.png

The Incorrect Contact options are displayed.

 2 Select the correct company Select the correct company from the matches that Insights finds.

company_incorrect1.png

 3 Review the Company You will see the firmographic data when you create a new account in Dynamics 365.

company_incorrect2.png

 

Resolving incorrect contact match

Step Description Details
 1 Go to the Contact page If the Contacts Details page has the incorrect match, and then click the Incorrect Contact? button:

contact_incorrect.png

The Incorrect Contact options are displayed.

 2 Select the correct contact Select the correct contact from the matches that Insights finds.

contact_incorrect1.png

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