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:
|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:
|3||View Contacts||The Find Contacts detailed view opens.
In the Find Contacts tab, you can perform the following actions: