Similar Accounts Subtab

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The Similar Accounts subtab displays a list of competitors within a similar industry. When you click Similar Accounts, competitor information opens in Dynamics 365 or CRM Online. From there, you can do the following:

  • Review the list of competitors.
  • See a brief summary of each competitor.
  • Add companies to your Watchlist.

Follow these steps to view the Similar Account details:

Step Description Details
1 Go to the Research tab Open the Research Tab by following the instructions on Getting to a Company’s Research Information Knowledge Base article.
2 Click View More  Click the View More link in the Similar Accounts section in the Research subtab.

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3 View similar accounts The Similar Accounts detailed page opens:

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