Publishing and Unpublishing Market Segments

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InsideView Apex lets you publish a market segment, which allows users of InsideView Sales product to view accounts that belong to a particular market segment. Here’s how:

Step Description Details
 1 Log in to InsideView Apex Log in to InsideView Admin Portal with user credentials.
 2 Select a Market Segment type Click Apex and select the Market Segments link and click on the market segment that you want to publish.

 3 Publish a Market Segment Click Publish to begin the publishing process.

 

 4 Enter a note In the Publishing dialog, add a note to share the reason why you want to publish this market segment, and then click Publish again.

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Note: The notes that you enter in the Publish dialog, will be visible to InsideView Sales users when they view a company that belongs to this particular market segment.

 5 Publish Once a market segment is published, you can view that market segment tag associated to an account in InsideView Sales with an additional Market Segment tag as illustrated:

 

Note: All Salesforce CRM instances associated with your account will display the market segment tag in InsideView Sales.

 

 6  Unpublish If you don’t want a market segment to be visible in InsideView Sales, click Unpublish.

 

In the Unpublishing dialog, click Unpublish.

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Once the market segment is unpublished, you will no longer be able to see it in InsideView Sales.

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