Building a List of People from a Watchlist

  • Updated

InsideView Insights enables you to create a list of contacts using the companies you are already following on a Watchlist. The steps are:

  1. Setup a Watchlist
  2. Build a People List from Watchlist
  3. Export Contacts

The next section describes each step in detail.

Set up a Watchlist

First, set up a Watchlist of the companies from which you want to create a list of contacts. A simple way to do this is to copy the companies from a column on a spreadsheet, then paste them into the Watchlist. Refer to the Managing Watchlists article for more information on how to set up your Watchlist.

Build a People List from Watchlist

Create a list of employees with a certain job function at a single company of interest or for every company on a Watchlist.

To build a people list for a specific company:

Step Description Details
1

Go to the List Building page

Go to InsideView CRM View and then click Build a List.

CRM_View.png

In the InsideView Web View, click the Build a List link.

Web_View_small.png

2 Select the company name Select a desired Watchlist from the Saved List drop-down menu as illustrated:

WL_small.png

Alternatively, click the Company Name filter in the Companies tab and enter a company name. For example, enter Microsoft and click Apply.

Apply_CN_Filter_small.png

3 Search for People Apply any other applicable people filters and click Search. From the search results page, select the People tab.

In this example, the People search shows all Vice Presidents for Marketing at Microsoft as illustrated:

Results_small.png

4 Save the Search If you want to save your search criteria, click Save and then enter a name for the criteria to save it for future reference.

Save.png

Export Contacts

You can modify your search criteria by removing them from the filter pane on the left or clicking the plus button. When you’ve completed your modifications, click the Export button and select where you want the contacts exported. You may also click Save to save your search criteria so that you can run this search again in the future.

Save_and_Export_small.png

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