InsideView Apex allows you to edit an existing market segment with various options that are available to choose from in the left pane. Here’s how:
|1||Log in to InsideView Apex||Log in to InsideView Admin Portal with user credentials.|
|2||Select a Market Segment||Click Apex and select the Market Segments link and click on the market segment that you want to edit.
|3||Edit a Market Segment name||From the market segment visualizations page, you can edit the search criteria in the left pane by clicking the Pencil or + Add icon.
You can also change the name of your market segment. For example, change Banking Companies to US Banking Companies by clicking the edit icon next to the segment name.
|4||Modify Search Criteria||Click the icon to add new search criteria.
Select any one of the filters that are populated and enter the values for that filter.
Select the Technology link to see all technologies.
|5||Edit industry selection||
Notice how the search results change when you select the industries and sub-industries option.
|6||Filter with the Job Function||Click the icon to add more search criteria.
Select the Job Function link to add one or more job functions to add as new criteria. For example, select the Sales, Finance, Human Resources, Engineering and Research and Operations and Administration check boxes and click Update. Based on your selection the number of people in your market segment changes.
|7||Filter with Job Level||Select the Job Level link to add one or more job levels to add as new criteria. For example, select the Vice President check box and click Update.
|8||Filter with Employee Count||If you want to change the Employee Count, click Edit Employee Range and change the minimum and maximum number of employees and then click Update.
|9||Filter with Revenue||To change the Revenue range, click Edit Revenue Range and enter the new minimum and maximum values and then click Update.|
|10||Filter with fiscal month||To filter results by a company’s fiscal year end, click +Add Fiscal Year End and select a month and then click Update.
|11||Filter with Contact Info||
Select email filtering options to search for executives with an email validation status of Valid Email and Valid Domain.
You can also select the Direct Phone or Corporate Phone to search executives with phone numbers.
Choose the Direct Phone search filter to view the contact and companies that have a direct phone number available in the InsideView database.
|12||Filter with other search criteria||Similarly, you can also add criteria for Company Status, Ownership Type, Annual Lists & Indexes, and Social Media.|
|13||Filter with NAICS||Enter the North American Industry Classification System (NAICS) business code that you wish to filter. For example, enter 522110 for Commercial Banking companies.
|14||Filter with SIC||Enter the Standard Industry Classification (SIC) code for US companies. For example, enter 6029 to search for Commercial Banks.|
|15||Save changes||If you do not save any search criteria before you leave a market segment page the following alert message appears:
|16||Save a Market Segment||
Note: The total number of company and people records that you can export is based on the InsideView Target export balance available for that account.