InsideView Apex allows you to create both static and dynamic account based lists. A static list can be created by directly entering company names into a search box or uploading a file. Here’s how you can create static lists:
|1||Log in to InsideView Apex||Log in to InsideView Admin Portal with user credentials.|
|2||Go to the List page||Click Apex in the left pane and select the Account Based Lists option. To create a new list, click New.
|3||Create a static list||To create a static list, you can choose any of the following options:
|4||Map fields||In the Map Fields page, select the fields that you want to map for companies uploaded. For example, select the Company Name and map it to the Account names that are pulled from the file that have uploaded.
|5||Start matching process||Click Next to start the matching process to find matches for companies in the InsideView database as illustrated below:
Once the matching process is complete, the match results appear.
|6||Review Matches||Click Review to view the details.
|7||Save||Review your list of matched companies and click Save.
In the Save dialog, enter the name in the List Name field. For example, enter US Software Companies.
Once the list is saved, you can view the Recommendations of similar companies and companies that your target in your market segment region as illustrated below:
Notice the number of companies that are in your market segment; this shows your whitespace. There are 1,309,6692 companies in whitespace which you can target for new business. For more information, read the article Visualizing Market Segment's Whitespace in our Knowledge Base.