How to Export a List of People or Companies

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Export a list of companies or people you're interested in.

StepDescriptionDetails
 1 Go to the List Building screen

Find InsideView in your CRM and then click Build a List.

 or

 In the standalone InsideView application, click the Build a List link.

 2 Select the list to export

If you haven’t already built a list to export, go ahead and build the list.

Read the articles How to Build a People List and How to Build a List of Companies for more information.

or

On the right side of the Build a List page, click a saved search that you want to export.

 3 Click Export On the Search Results page, click Export, and then click Company or People based on which list you want to export.

Notes:  

  • The number of company records you can export depends on your InsideView license type.
  • People List export is available only for Enterprise and Pro licenses. If your People List contains more than 2000 records, only the first 2000 records are exported.
 4 Save the file Save or open the exported file.   
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