Getting to company's and contact's overview tab

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The Overview tab on a company and contact entity lets you view the latest news and important events.

Getting to the company overview tab

Step Description Details
 1 Go to the Main tile To open an Account page, do one the following:

On the navigation bar, click the Main button main_icon.png

Go to the Sales work area.

main_nav_menu.png

Click the work area name, and then click Accounts.

main_nav_account.png

The My Active Accounts page opens.

 2 Select an Account On the My Active Accounts page, open an account.

my_active_accounts.png

 3 Go to Insights Summary panel In the Insights summary panel, to view company’ firmographic data, news and key contacts, click Overview.

summary_panel.png

 4 Review Company's Overview Review the company’s information in the Overview tab.

ms_account_detail.png

Getting to the contact overview tab

Step Description Details
 1 Go to the Main tile To open an Account page, do one the following:

On the navigation bar, click the Main button main_icon.png

Go to the Sales work area.

main_nav_menu.png

Click the work area name, and then click Contacts.

main_nav_contacts.png

The My Active Contacts page opens.

 2 Select an Account On the My Active Contacts page, select a contact.

my_active_contacts.png

 3 Go to Insights Summary panel In the Insights summary panel, click the Overview button to view contact’s firmographic data, news and key contacts.

contact_summary_panel.png

 4 Review Contact's  Overview Review the contact’s information in the Overview tab.

ms_contact_detail.png

 5 Select tabs Select/click the Start a Conversation tab to view contact’s firmographics, news, and key contacts.

Select/click the Buzz tab to add Facebook and Twitter social media feeds.

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