InsideView Apex provides recommendations of similar companies that are available in the InsideView database for a list that you have created.
Note: The maximum number of recommendations that are available for any given list is 1,000 companies.
You can get recommended companies for both static and dynamic Account Based Lists. Here’s how:
|1||Log in to InsideView Apex||Log in to InsideView Admin Portal with user credentials.|
|2||Go to the List page||To visualize, click Apex and select the Account Based Lists link.
|3||Go to the list||Select the list that you want to view by clicking the Name link. For example, click the US Companies 150 link.
|4||Find and filter recommendations||To find recommendations of similar companies, click Get Recommendations as illustrated below:
|5||View similar companies||To view which companies from your list the recommendations are based on, click on the relevant Company Name row as illustrated below:
Click on the same row again to collapse similar companies.
|6||View firmographics data||To view firmographic data, in the Recommendations page, select one or more of the recommended companies as shown below:
|7||Save||Click Save to add selected companies to a new or an existing list.
For more information, read article Adding Companies to a List in our Knowledge Base.
Click Export to download selected companies to an .xlsx.
Note: The number of companies that you can export is based on credits available in your InsideView Apex account.
Click Delete to remove selected companies from the recommendations page.