How to Save a Search in InsideView Target

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InsideView Target allows you to save the search criteria with a unique name so that you can use the same criteria for future searches.

Note:

To save a search, you must first build a list of companies or people. For more information, read the articles How to Build a People List in InsideView Target and How to Build a Company List in InsideView Target in our Knowledge Base.

Step Description Details
1 Save search criteria On the Results page, click Save select either Save or Save As.

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Note: You can toggle between company and people list to filter the respective lists.

2 Enter a name  On the Save Search popup, enter a unique name for your search criteria and click Save as illustrated below:

save_search2.png

 

3 View search criteria On the InsideView Target dashboard, click Saved to view all saved items.

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Note: You can also update a saved search by modifying the criteria and clicking Save. You can use the same name for an existing saved search or rename it if you want to create a new search.

4 Delete a saved search To delete a saved search, click InsideView Target dashboard, select a list from the Saved Lists and, click the Delete icon.

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To edit the list, click the Pencil icon

To search within the list, click the Search icon.

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You can now use the filters to narrow down your search to find the exact company or executive as illustrated:

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You can use the following search options:

  • Job Title
  • Job Level
  • Job Function
  • Social Networks
  • Contact Info
  • Contact Location
  • News
  • Technology
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