How to Create /Start with New List

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The company list allow you to keep track of a personalized list of companies and people to contact them for relevant business opportunities. Here is how you can start with a new list of companies or search for executives:

Step Description Details
 1 Start with a New List In the InsideView Target Home page, select Start with a List and click Create a New List of Companies as illustrated below:

start_with_search_small.png

 

2 Add companies To add companies to any of the following:

Enter the company name and select them from the search result.

When you type in a company name, the account names available in the InsideView database are populated as shown below:

add_companies_small.png

Select the company name that you want to add. For example, Microsoft Corporation. Repeat the same steps to select company names that you want to add.

or

Copy and paste company names that you wish to add in the list.  Make sure the company name starts in a new line when you paste them.

For example, copy and paste each name below in a new line:

  • Microsoft
  • Apple
  • InsideView
  • Oracle
  • Yahoo
  • Alphabet

or

Upload a list of companies in a .xlsx, .xls or .csv file with basic company information in it. You can add up to 10,000 companies in a list.

add_companies1_small.png

Click Upload a .xlsx or .xls file with the following fields to create a company list:

  • InsideView ID
  • Company Name
  • Website
  • Street
  • City
  • State
  • Country
  • Zip

Note: Make sure include one of these mandatory field, i.e. InsideView ID, or Company Name or Website URL in the file.

Browse and select the file that you want to upload.

3  Go to next Click Next. The company names are matched with the ones in the InsideView database as illustrated below:

add_companies2_small.png

4 Review matches Once the matching process is complete, the results are displayed:
  • If a match is found, you will see the number of companies that are matched.

    add_companies3_small.png

    Click Review to view the details.

  • If a match is not found in InsideView database, you will see the number companies that are unmatched.

    add_companies4_small.png

  • If there is a no record for a company, you see we couldn’t find company.

  • If the company record is not found, click the Find the correct company link to find a match as illustrated below:add_companies6_small.png

    Note: Once you select the company in the Choose Correct Company dialog, you are redirected to select the next company automatically until you select all correct company matches.

 5 Choose Correct Matches  When the company matches are not found, choose correct matches and click Find the correct company link.

add_companies5_small.png

You can also choose a correct company by clicking the Edit icon as shown below: add_companies6_small.png

Click Yes in the Confirm Action dialog.

confirm_action.png

Repeat same steps to match all companies.

Once all companies are matched, click Next.

6 Save Review your list of matched companies that you have added and click Finish.

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Once all companies are saved, you are prompted to enter a name for the list. Enter a desired name for your list and click Save.

add_companies8_small.png

7 View and search within a list Once the list is saved, the new list page appears in edit more where you can search for companies and people within the Saved Search page as illustrated.

add_companies9_small.png

8 Edit Lists Click the Save link at the top to open the Save Lists and Search page. In this page, edit or delete the list from the page by selecting the desired list as illustrated below:

add_companies10_small.png

To search and filter people within the companies in your existing list. For example, if you have created a new list with three companies, you can click on the Search icon to filter people from those three companies.

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