How Do I Find the Right Contact?

  • Updated

This article explains how Sales Intelligence Cloud finds the correct match for a contact in the CRM. It also outlines the steps to resolve an incorrect contact pairing.

For instance, you have a CRM record for Prateek Gupta, SAP Technical Consultant at IBM Corp. The information present in your CRM is just the contact name and company name. InsideView matches this record to Prateek Gupta, Sr. System Engineer at IBM Corp. This pairing is made based on the information present in your CRM such as Contact Name, Title, Email Address, and Company Name. In such cases, resolve the incorrect pairing with a more appropriate match by clicking the pencil icon.

To resolve incorrect pairing follow these instruction:

Step Description Details
1 Open the Contact Open any Contact record in your CRM and navigate to the InsideView section.
2 Find the right contact If you think that the contact pairing is incorrect, click the pencil icon pencil icon next to the contact name as illustrated:

1_-_Click_small.png

3 Review search results A list of suggested matches appears. Search for the correct contact by typing the name in the search box.

2_-_Search_small.png

4 Select a contact Locate the correct person and click the Select link.

3_-_Select_small.png

This record becomes the default pairing for that particular contact.

4_-_Done_small.png

If the contact match is not found, click on the Add a Person link. To learn how to add a contact, read the article How to add a Company or a Person's Record in our Knowledge Base.

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