InsideView Apex

Product Overview

• About InsideView Apex
• System Requirements
• Upgrading to the InsideView Unified Package to View Apex Analytics Report
• InsideView Apex Fields
• InsideView Apex FAQs

Release Notes

• InsideView Apex v157 Release Notes (15-Jan-2019)
• InsideView Apex Release Notes v153 (22-Sep-2018)
• InsideView Apex Release Notes v152 (25-Aug-2018)
• InsideView Apex Release Notes v149 (26-May-2018)

Managing Market Segments

• Creating a Market Segment
• Copying a Market Segment
• Exporting a Market Segment Data
• Visualizing a Total Addressable Market Segment’s Whitespace
• Visualizing Apex Analytics Dashboard for Sales Revenue, Leads and Opportunities
• Editing an Existing Market Segment

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List Management

• Creating a Static Account Based List
• Creating a Dynamic Account Based List from Microsoft Dynamics CRM Online
• Creating a Dynamic Account Based List from Salesforce CRM
• Visualizing Lists
• Finding Recommendations in a List
• Creating a Market Segment from a List

Integration User

• Creating an Application User for Microsoft Dynamics CRM Integration
• Best Practices for Creating an Integration User in Salesforce CRM
• Editing Integrations in the Apex Dashboard