Activating Contact Details Insights

All the Contact Details insights are hard-coded into Altify. To see the default content and rules, see Suggested Target Rules.

The Contact Details scopes are provided for your organization. You need to import the relevant JSON files for AM and OM insights into these scopes so you can update and/or translate them as required. Once you have updated/translated your insights, it is a simple step to activate them so that they replace the default (hard-coded) Suggested Target content on your relationship maps.

To activate Contact Detail insight scopes, do the following:

1. In Setup, go to Custom Settings.

2. Click Manage next to Altify Core Settings.

3. Click the Edit button.

4. Select the check box Enable Max for Contact Insights.

5. Click Save.