InsideView Sales Release Notes v159 (02-Mar-2019)

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Contents

About InsideView Sales

What’s New in v159?

Known Issues

Support and Feedback

About InsideView Sales

InsideView Sales offers the most accurate and complete market intelligence that powers productivity across the enterprise. Up-to-the-minute intelligence from over 40,000 sources is delivered into your business workflow through various InsideView CRM integrations. The InsideView for Sales product suite also includes:  

  • InsideView Mobile – Provides market intelligence on your mobile device making it easy to access on the go.
  • InsideView Account Management – Provides leadership change updates and market intelligence to keep you informed about important activities across your accounts and arms you with insights to retain and grow them.

What's New in v159?

Click the following links to browse through the feature updates and enhancements in the respective products:

New Features in InsideView Sales

Sync Parent Company and Ultimate Parent Company Fields

InsideView Sales now allows you to map and sync the Parent Company and Ultimate Parent Company fields data to the Salesforce CRM. With this enhancement, you will have consistent field mappings and will be able to sync the complete family tree fields for a company in your Salesforce CRM.

Note: The Parent Company and Ultimate Parent Company fields can be synced only to the Salesforce CRM. In the future release, InsideView will allow you to sync these fields in the Microsoft Dynamics 365 and other CRMs that are supported by InsideView.

You can map these fields using the Account Admin page. To do so, click on Settings and select the Account Admin item in the global menu of InsideView to open the Account Admin page.

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In the Account Admin page, click on Map Fields.

For more information, read the article How to Map Custom Fields (Sync) in our Knowledge Base.

The following Parent Company and Ultimate Parent Company fields can be synced to the Salesforce CRM via InsideView Update CRM feature:

  • Parent Company ID
  • Parent Company Name
  • Parent Company City
  • Parent Company Country
  • Parent Company Employees
  • Parent Company Revenue
  • Parent Company State
  • Parent Company Street
  • Parent Company Zip
  • Ultimate Parent Company ID
  • Ultimate Parent Company Name
  • Ultimate Parent Company City
  • Ultimate Parent Company Country
  • Ultimate Parent Company Employees
  • Ultimate Parent Company Revenue
  • Ultimate Parent Company State
  • Ultimate Parent Company Street
  • Ultimate Parent Company Zip

You now have the choice to sync either Company, Parent  or Ultimate Parent company fields (if available) for an account.

update_parent_fields.png

Known Issues

There are no known issues in this release.

Support and Feedback

For any technical issues, submit a request for technical support. InsideView’s support team will contact you to address your technical problem.

Please share your feedback and ideas with us by sending an email to kb@insideview.com or click the Feedback button on the right-hand side of this page.

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