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How Can I See Listing Insights Within Contact Records?

  1. On the left navigation, click Leads & Contacts > Contacts
  2. Use the search bar to quickly find your contact. 
    • Search by name, email, or phone number. 
  3. Click the name of the contact to view contact information.
  4. The name for the insight type along with the description are displayed.
    • Note: Only the most recent insight that has not yet expired are displayed. 







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