Getting to Other Contacts


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. 


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

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