Once you have created a static or dynamic Account Based List, you can visualize the list to view its characteristics and to find recommendations of similar companies.
|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||Visualize the list||You can filter your lists by changing any of the following filters in the left pane or any visualization on the right:
|5||Visualize the company tab||Select the Company tab to view companies in the list.
Select the check box beside company names to view their details as illustrated below:
Click the Chevron icon to expand or collapse a company’s firmographic details.
Click Save to add companies to a new list or an existing list.
For more information, read article Adding Companies to a List in our Knowledge Base.
|6||Export or delete companies||Click Export to export companies to an .xlsx file.
Click Delete to remove selected companies from the list.