Start a Conversation Actions

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The Start a Conversation page allows you to do many actions such as edit profile settings, email contacts, send task and other business actions.

You can perform the following actions in the Start a Conversations page:

Edit Contact's Profile Settings

From the My Open Leads page, you can view lead details to start a conversation. Here’s how:

Step Description Details
 1 Go to the Start a Conversation page Go to the Start a Conversation page of a contact.
 2 Edit profile settings Click the Edit Profile Settings button.

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 3 Select edit options Select the Full Profile Layout or the Business Card Profile Layout view.

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 4 Save Click Save.

Filter News Feeds

Use filters to view a contact’s news feeds based on search agents. Here’s how:

Step Description Details
 1 Go to the Start a Conversation  page To filter the news feed, navigate to the Start a Conversation tab by following the instruction in the Getting to Start a Conversation with Contacts article.

Click the Filter icon.

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 2 Select new agents Click the Filter News button to select the search agents for the news. Read the Company Insights section for more information about agents.

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Select any filter to view the news feeds relevant for your business requirements.

Add Contact's Twitter Feed

You can add contact's tweets in the Start a Conversation page to follow the latest business happenings. Here’s how:

Step Description Details
 1 Go to the Start a Conversation  page To contact's add Twitter account, navigate to the Start a Conversation tab by following the instruction in the Getting to Start a Conversation with Contacts article.

Click the Add button, then drag and drop the Twitter widget.

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 2 Authorize and view tweets The contact’s Twitter posts are displayed once you authorize Insights’ access to Twitter from your account.

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 3 Interact with tweets To interact with the Twitter feed, select a tweet and click the retweet.pngRetweet, reply.png Reply, or favourite.png  Favorite button to repost the item.

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 4 Edit Contact's Twitter account To edit the contact twitter account information, click the pencil.png Edit button and select the correct contact match.

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 5 View Twitter account details To view the Twitter account summary, click the firmo_icon.png Chevron button.

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 6 View Twitter account overview The contact’s Twitter account overview page appears.

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To move the Twitter widget within the Contact Details page, click the add_twitter7.png Move button.

To remove the Twitter widget, click the X Remove button.

Note: You can edit, expand/collapse posts, move, or remove Facebook, Blog and Call Preparation questions in the Contacts Details page by following steps described in this section.

Add Contact's Facebook Feed

You can add contact's Facebook feeds in the Start a Conversation page. Here’s how:

Step Description Details
 1 Go to the Start a Conversation  page To add Facebook feeds, navigate to the Start a Conversation tab by following the instruction in the Getting to Start a Conversation with Contacts article.
 2 Select the Facebook item Click the  Add button, then drag and drop the Facebook widget onto the Contact Details page.

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 3 Authorize and allow Facebook feeds If you are adding the Facebook feed for the first time, you will need to sign in to your Facebook account and authorize Insights to post feeds.

Note:Adding the Facebook widget only lets you add the company’s Facebook page with latest feeds and not the contact details.

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 4 Comment or like feed To comment or like a Facebook post, select a feed and click the like_icon.pngLike button.

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Add Connections

You can add contact's connections in Start a Conversation page. Here’s how:

Step Description Details
 1 Go to the Start a Conversation  page To add connections, navigate to the Start a Conversation tab by following the instruction in the Getting to Start a Conversation with Contacts article.
 2 Select the Connection item To add the connections, click the Add button, then drag and drop the Connections item.

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 3 Add connections If there are no connections for a contact, the following message appears:

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To add connections from your previous work history, education, or people you know, read the respective section from Set up your connections

 4 Filter personal connections To use filters to view a contact’s personal connections, go to the Start a Conversation tab for a contact and select the connections section.

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 5 Select Filter Options Click the Filter Connections button and select any of the following items to filter:
  • All to see all connections
  • People you know to see all people contact might know
  • 2nd Degree Connections to see all second-level connections
  • Your coworkers to see coworkers of a contact.
  • Previous Employers to see connections from a contact’s previous employers.
  • Your coworker’s previous employers to see connection from your coworker’s previous employers.
  • Reference Customers to see contacts from your company’s reference customers.
  • Alumni to see connections from you college alumni network.      filter_connections1.png

Share Blog Posts

Share the blog posts of your contact on social media websites. Here’s how:

Step Description Details
 1 Go to the Start a Conversation  page To share blogs, navigate to the Start a Conversation tab by following the instruction in the Getting to Start a Conversation with Contacts article.
 2 Select the Blogs item To share blogs, you must drag and drop blog posts within Insights. These blogs will appear in the Start a Conversation page.

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 3 Share blogs To share a blog via Email, Facebook, Twitter, LinkedIn and Yammer, select a blog post:

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To share a blog via Email, Facebook, Twitter, LinkedIn and Yammer, select a blog post.

For more information and social network specific instructions, see the Sharing news articles on social media platforms article.

Add Call Preparation Questions 

You can add call preparation questions in the Start a Conversation page. Here’s how:

Step Description Details
 1 Go to the Start a Conversation  page To add call prep questions, navigate to the Start a Conversation tab by following the instruction in the Getting to Start a Conversation with Contacts article.
 2 Select the Blogs item To add Call Preparation Questions, click the Plus button, then drag and drop the Call Prep Questions widget.

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 3 View call prep questions Once you add, the Call Preparation questions are displayed:

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