Getting to Start a Conversation with Contacts

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From the My Active Contacts page you can view contact details to engage with a prospect.

Here’s how:

Step Description Details
 1 Go to the Contacts page To open an Account page, do one the following:

On the navigation bar, click the Main button main_icon.png

Select the Sales, Service, or Marketing work area. The work area name appears in the navigation bar.

main_nav_menu.png

Click the work area name, and then click Contacts.

main_nav_contacts.png

The My Active Contacts page opens.

 2 Select an Account On the My Active Contacts page, select a contact.

my_active_contacts.png

 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.

contact_start_convo.png

 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.

contact_select_SAC.png

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