People: Moxi Insights

Save yourself time and get to know your clients better with Moxi Insights! Here you can get public records information on your people. We all search for people on Facebook and LinkedIn, but now you can get meaningful data on the people from your database directly in Engage!

 

Moxi Insights Subscription

 

  1. From your dashboard select See what your missing (See below).

    See_what_you_re_missing.png
  2. Select Purchase Plan (See below).

    Purchase_Plan.png
  3. Select your payment method (See below).

    PaymentMethod.png
  4. See the Moxi Insights tab for all your people!

    INSIGHTS.png

Moxi Insights Individual Purchase

  1. Go to your person’s profile card (See below).

    ProfileCard.png
  2. On the bottom of the profile card, select See what you are missing (See below).


    Generate_Leads.png

  3. You will then see what information you will get from purchasing this persons data.
    1. NOTE: The records are blurred until you purchase the data.

      Blurry_Public_Records.png
  4. Once you purchase the data you will see the Moxi Insights tab in this persons profile.
    1. NOTE: You get the first 5 for free!

      INSIGHTS.png

 


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