Understanding the Find Contacts Tab

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The Find Contact tab helps you sell more effectively by directing you to the right contact, identify your mutual connections, and learn more about them so you can quickly and easily establish rapport and build credibility. These are some things you can do from this tab:

  • Search for key executives and decision makers working at a company.
  • View your connections to key decision makers at the company.
  • Add a contact to the list of executives at the company.
  • Add an executive as either a lead or contact to CRM.
  • Add an executive to your Watchlist.
  • View the connection graph and ask for referral.
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