Getting to Insights Relationship Assistant Card

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In InsideView Insights, you can view the acquisition related news in Relation Assistant tab in unified client interface (UCI) view. Here’s how:

Step Description Details
 1 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. 

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Click the Relationship Assistant tab in the Sales Activity Social Dashboard. The Relationship Assistant alerts are displayed as illustrated:

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Note: You can configure any Sales Hub entity to view Relationship Assistant alerts.

 2 View an Account Choose the View Account to view the account detail.

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In the Account Detail page, you can view acquisition alert in the Relationship Assistant section.

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 3 Read the article Choose the Read Article link to open the acquisition related news article in a new page.

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 4 Snooze or dismiss Click the ellipsis … button and select the options to Snooze or Dismiss.

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