Create a list of employees with a certain job function at a single company of interest or for every company on a Watchlist.
To build a people list for a specific company:
Go to the List Building page
Find InsideView in your CRM and then click Build a List.
In the standalone InsideView application, click the Build a List link.
|2||Select the Job Function and Level||
In the People tab, select any Job Function and Level as Vice President (VP) for example.
Note: You can select any job function or job level to build a list for a specific company.
|3||Select the Business Type||
Select Specific Company from the Business Type drop-down menu.
Note: If you want to build a people list for all companies in your watchlist, select All Watchlist Companies from the Business Type drop-down menu.
|4||Enter the Company Name||Enter a company name, such as Microsoft.|
|5||Search for People||
In this example, the People search shows all Vice Presidents for Marketing at Microsoft as illustrated below:
|6||Save the Search||
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.