In InsideView Insights, you can view the acquisition-related news in the Relation Assistant tab in the unified client interface (UCI) view.
If you have installed the InsideView 5.0 managed package, the Relationship Assistant is not enabled in the UCI mode because it is not part of the customization and not part of the package.
|1||Go to the Sales Insights||Go to Settings > Sales Insights.
|2||Navigate to the Insights Card||Navigate to Insights Cards.
In Insights cards, under the Manage Insights Cards section, you can view InsideView Cards.
|3||Enable the Relationship Assistant Card||Click the Acquisition Alert card to enable or disable the cards.
|4||Go to the relationship assistant card||Go to Dynamics 365 and select the default Sales Hub with InsideView Insights or any preconfigured Sales Hub app with InsideView Insights tile.
Click the Relationship Assistant tab in the Sales Activity Social Dashboard. The Relationship Assistant alerts are displayed as illustrated:
Note: You can configure any Sales Hub entity to view Relationship Assistant alerts.
|5||View an Account||Choose the View Account to view the account detail.
In the Account Detail page, you can view acquisitions alert in the Relationship Assistant section.
|6||Read the article||Choose the Read Article link to open the acquisition-related news article in a new page.
|7||Snooze or dismiss||Click the ellipsis … button and select the options to Snooze or Dismiss.