View the Connection Graph and Ask for Referral

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InsideView Insights provides an interactive connection graph that lets you view how you are connected to a contact. For example, if you know a contact who was your previous co-worker or if a contact that you know works at a reference customer or if they are your personal contacts such as LinkedIn, Gmail and Outlook. You can click on the connection type to view the additional details. Here’s how:

Step Description Details
1 Go to Find Contacts Follow the steps in the Getting to the Find Contacts page to open the Find Contacts page and click the Connections area.

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2 View Connection Graph To view the connection graph in Dynamics 365 and On-premises, click the View Connection icons: 

The Connection Graph appears with list of connections to whom an executive is connected.

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Note: The Previous co-worker or Reference Customer is visible only when you have a connection in your previous company or a reference customer.

3 View contact details In the Connections Graph, hover over the Previous Coworkers or Ref Customer buttons to view additional contact details.

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4 Send email to connections To send an email to your connection, click the Ask for Referral link.

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When you click the Ask for Referral link the default email client that is configured in your system opens. If no email client is configured, then you get to select one from the list email clients that pops up. The Ask for Referral link launches a default email template. You can modify the template on your E-mail client if required.

5 Exit the connection graph Click the Close X button to return to the Find Contacts page.
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