You can get to the Find Contacts page from a company’s view. Here’s how:
|1||Open an Account or Opportunity||Login to your Dynamics CRM and open any Account or Opportunity. Navigate to the InsideView Insights CRM Summary View.|
|2||Click Find Contacts||
Click Find Contacts in the InsideView Insights Summary View:
|3||View Contacts||The Find Contacts detailed view opens.
On the Find Contacts page, you can search for an executive and add them to a Watchlist. You can also add an executive as a contact and lead in the Dynamics CRM.