The Contacts I Know tile shows a count of "once known" contacts that might have been overlooked, highlighting potential revenue opportunities or the need for proactive conversations. This tile pulls data based on your firm's settings and, when clicked, displays contacts sorted by the last time you engaged with them.
The Contacts I Know tile displays a metric of "once known" contacts that may have slipped off the radar.
Separate from the Important Contacts at Risk tile, this allows you to identify potential revenue opportunities or have proactive conversations.
When you open Client Insights, you'll see the Contacts I Know tile.
The number pulls data from settings set up by your Firm Administrator. Clicking on the tile will open the Contacts I Know tab, sorted by Last Engagement Date.