Viewing a contact’s profile summary

AssessFirst

Find out how to look up a complete summary of one of your contacts’ profiles.

1 - Click on “Contacts” in the left menu bar.

2 - Click on the name of the contact you’d like to look up.

3 - Click on “Summary” in the top menu bar.

4 - Click on "Show Report"

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The report summary will open in a new tab of your web browser.

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