Getting to Other Contacts

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InsideView Insights lets you view other contacts from your Contact and Lead page so that you can start having right business conversations with right contacts. Here’s how:

Step Description Details
1 Open a Contact or Lead Login to your Dynamics CRM and open any Contact or Lead. Navigate to the InsideView Insights Summary View. 
2 Click Find Contacts Click Other Contacts in the InsideView Insights Summary View:
Contact Summary View Lead Summary View
3 View Contacts The Find Contacts detailed view opens. 

Other_contacts_small.jpg

In the Find Contacts tab, you can perform the following actions:

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