Company lists allows you to keep track of a personalized list of companies and people to contact them for relevant business opportunities.
Create and save a list to easily access the companies and people you're prospecting.
| Step | Description | Details |
|---|---|---|
| 1 | Start with a New List | In the Target Home page, click on Build a List > Create a New List of Companies.
|
| 2 | Add companies |
Enter and select a company name. Repeat the same steps to select company names that you want to add. or Copy and paste company names that you wish to add to the list. Each company must be in a separate line. Example:
or Upload a list of companies in a .xlsx, .xls or .csv file with basic company information in it. You can add up to 10,000 companies in a list. We recommend you include the following fields:
Important: You must include one of the mandatory fields, InsideView ID, Company Name, or Website URL in the file. |
| 3 | Go to Review |
Click Next. |
| 4 | Review and Choose Correct Matches | Once the matching process is complete, you see the number of accounts that matched or didn't match. Click Review to view the details.
If there is an unmatched account, you can take the following actions:
Click Next > Finish. |
| 5 | Save the List |
Once all companies are matched, enter a name for the list. Click Save. |
| 6 | (Optional) Add Filters |
Once the list is saved, you can apply additional filters to the list. Choose the desired filters and click Save. |
Additional Resources