Find Similar Contacts in Centralize

Nicole Tettke
6 steps
23 seconds

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Usecentralize

**Similar Contacts** surface teammates, cross-functional partners, managers, potential reports, and people with the same specialization as the contacts you already know matter in your deal. They’re designed to help you uncover break-in points, map pathways into the account, and identify parallel personas so you can effectively multi-thread with the right people and move the deal forward with confidence.

Navigate to an account map and zoom into a contact that you are interested in finding similar contacts for. Typically, this would be a role/person that you would like to reach out to because you have a path in, know they are critical to the deal cycle or somoene similar could heavily influence the decision making process.

Click into the contact you would like to find similar contact for.

Click "Find Similar Contacts"

The first time and then every month afterward, you will need to enable similar contact look up. We require this opt in to be able to connect with LinkedIn and ensure that we are compliant with their terms of service. To find suggested contacts, click "Continue". Once this is completed, you will receive a Slack notification (if enabled).

On the left hand side, below Suggested Contacts, you will see the similar contacts begin to populate. This could take up to a few minutes.

Centralize will surface similar contacts based on the team, specialization, skills, responsibility, function and seniority across the company. These contacts will display below the suggested contacts on the left-hand side bar.

Tip! Team, specialization, skills, responsibility, function and seniority across the company is given a confidence score. Green - high confidence Yellow - medium confidence Red - low confidence