Getting to the Find Contacts Page

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You can get to the Find Contacts page from a company’s view. Here’s how:

Step Description Details
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:

Account Summary View Opportunity Summary View
3 View Contacts The Find Contacts detailed view opens. 

Find_Contacts.jpg

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.

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