Note
This is a permission-based feature. You must have insights enabled to view. Reach out to your Customer Success Manager or Implementation Manager to learn more.
- On the left navigation, click Leads & Contacts > Contacts.
- Use the search bar to quickly find your contact.
- Search by name, email, or phone number.
- Click the name of the contact to view contact information.
- Click on the Insights tab.
- This page shows all insights for the contact.
- The newest insight is shown at the top of the page.
- Note - External users that the contact is shared with, such as co-marketing partners, do not see the insights tab or any insight data.
