Contact Preview Pane Functions

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The contact Preview pane shows you all of the following firmographic data about a contact and lets you do any of the following:

  • View all contact information, including email address, phone number, as well as employment and education details.
  • Add a contact/person to the Insights database.
  • Add a contact to Dynamics 365 or CRM Online.
  • View a contact as a lead in Dynamics 365 or CRM Online.
  • Add the person to your Watchlist.
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