How to add a Company or a Person's Record

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This article explains you how to add a company and a person's record in the InsideView database. 

Adding a Company Record

If you do not find the name of a company in your search, both in InsideView or InsideView partner results, you can add the basic details to InsideView database. These additions will be reviewed and researched by our team and updated to show up in search results.

Step Description Details
 1 Select any menu item Open InsideView CRM View and click any menu item.

crm_view_menu.png 

or

Log in to the InsideView Web View interface.

In the Search for a Company Person or News box, type a few letters from the name of the company you are looking for to narrow your search, and then click the Lookup icon.

2 Add a company

If you do not find the company here either, click the Add a Company link.

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3 Enter the new company details

On the Add a Company form, enter the company name and the URL to the company’s website. You can also enter other details of the company here.

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4 Add Click Add a Company.

Adding a Person’s Record

Step Description Details
1 Go to the People tab Open the company record you are looking for and then click the People tab.
2 Search for a person In the People tab search box, type the name of the person and press Enter.

MS_No_Contact.png

3 Add a Person If you do not find the contact name in the results, click the Add a Person link to enter contact details.
5 Enter the new Person details

In the Contact form, enter the name, title, and email address of the contact you want to add. Web results for the details you provide are displayed on right-hand pane to help you validate or find correct information for the person.

add_person_details.png

6 Add Click Add Person to add the record to InsideView.
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