How to Build a List of People – InsideView

Build a list of people who work at a set of companies.

Step	Description	Details
1	Go to the List Building Page	Find InsideView in your CRM and then click Build a List. or In the standalone InsideView application, click the Build a List tab.
2	Go to People List tab	On the Build a List page, click People List to build a list of people.
3	Search for people with your search criteria	Use the People section to search for executives that meet the following criteria: Job function: To search for people who work in specific job functions such as Finance, Human Resources etc., select the relevant options in the Job Function list. To select multiple job functions, hold down the Ctrl key while clicking each option. Level: To search for people working at specific job levels, select the relevant options in the Level list. To select multiple options, hold down the Ctrl key while clicking each option. Title keywords: To include specific job titles that are not present in the Level list in your search, enter the titles in the Title keywords box. Only match current positions: Select this check box to match the current title for people you are looking for. Only show people with: Use this list to search for only those executive profiles that consists one of the following contact information: email, phone number, or both. Only show people on: Use this list to search only for those executives who are on one of the following social networking sites: Twitter or LinkedIn.
4	Search for people with Location search criteria	Use the Locations list to search for people that meet the following geographical criteria: City/State: To search only for the people working in companies in a particular city, select City/State from the Locations list and then enter a name in the City box. If you want to search for people working in companies in a particular state, enter the code for the state in the State box, while leaving the City box blank. If you want to search for people in a particular country, select the country name from the Country drop-down list. Zip Codes: Select Zip Codes if you want to search for people working in places with specific zip codes. You can enter multiple zip codes in the Zip Codes box separated by commas. Area Codes: Select Area Codes if you want to search for people working in areas with specific area codes. You can enter multiple area codes in the Area Codes box separated by commas. Countries: Select Countries, and then on the Country list, click the names of the countries in which you want to search for people. To select multiple countries, hold down the Ctrl key while clicking. Regions: Select Regions, and then on the Regions list, click the geographical region such as Asia, Middle East in which you want to search for people. To select multiple countries, hold down the Ctrl key while clicking. Saved geographic territories: Click any of the geographic territories you have created to search for people working within the territory. To create a new territory, click the New Geographic Territory link next to Location. Read the article How to Create a Geographic Territory on our Knowledge Base.
5	Enter the range	Under the Size section, enter a range for the employee count and the revenue of the companies you want to target. For example, if you enter 50 to 100 in # Employees and 5M to 10M in Revenue, the search returns people working only in those companies with 50-100 employees and with revenues that ranges from 5 million to 10 million US dollars.
6	Select Industries to target	Under the Industry section, select an industry and then any sub-industries you want to target. You can also enter the SIC or NAICS code of an industry here. Note: The InsideView database will allow you to search using either 2007 or 2012 NAICS codes. Remember to uncheck the Only search primary NAICS option on the Build a List page in order to use NAICS codes.
7	Select the Business Type	Under the Business Type section, select the type (public, private etc.), status (acquired, subsidiary etc.), ranking (listing on Fortune 500 or Fortune 1000) and financial year end of the companies you want to target. If you want to build the list against the Watchlist of companies that you have just created, read the article How to Build a List of People for a Specific Company on our Knowledge Base.
8	Specify the Smart Agents	Under the News section, click Smart Agent and select an agent such as Expanding Operations, or click Keywords and enter the keywords that represent the best sales triggers for your offerings.
9	Give the filtering criteria	Under the Connections section, filter only the people you connect to based on the connection types that matter to you. For example, you can select People you know with affiliations through your Alumni to find direct connections with target prospects. If you select People your coworkers know to find connections through their affiliations, your list will include people your co-workers are connected to.
10	Search	Click Search.
11	View details and modify	On the search results page, point to a person’s name to view a summary of their details. If you want to make changes to your search criteria, click Modify Criteria.
12	Save the search criteria	If you want to save your search criteria, click Save search and then enter a name for the criteria to save it for future reference.

Note: This feature works only for Company Reference (alternatively known as Enterprise Reference) customers.

Select the Include Customer Results check box if you would want to include all reference customers you added in the results. When you do this and build a list, all companies you added as reference customers will be included in the search results.

Uncheck this box if you do not want to include reference customers in your list build search results. When you do this, the search result will omit these companies from the search results.