Getting to Start a Conversation with Contacts


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.


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.


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