From the My Active Contacts page you can view contact details to engage with a prospect.
|1||Go to the Contacts page||To open an Account page, do one the following:
On the navigation bar, click the Main button
Select the Sales, Service, or Marketing work area. The work area name appears in the navigation bar.
Click the work area name, and then click Contacts.
The My Active Contacts page opens.
|2||Select an Account||On the My Active Contacts page, select a contact.
|3||Go to Contact's Summary panel||In the Insights summary panel, click the Start A Conversation button to view contact’s firmographic data, news and key contacts.
|4||Select the Start A Conversation||In the Contact Details page, select the Start A Conversation tab to view the important details that you can use to start a conversation and become familiar with the prospect.