InsideView Apex lets you add companies from your market segment to a new or existing account based list for improving chances for more business dealings. Here’s how:
| Step | Description | Details |
|---|---|---|
| 1 | Log in to InsideView Apex | Log in to InsideView Admin Portal with user credentials. |
| 2 | Select a Market Segment type | Click Apex and select the Market Segments link and click on the market segment that you want to copy.
|
| 3 | Go to the Companies tab | By default, the Overview tab is displayed for the Market Segment.
To view companies in your segment, select the Companies tab.
|
| 4 | Select companies | Select the check box beside companies that you wish to add in a list as illustrated below:
|
| 5 | Save List | Click Save and select the Save to New List option to create a new static list.
In the Save dialog, enter name for your list and click Save. All selected companies are added in a new list successfully.
|
| 6 | Verify list | Click the Home icon and select Apex > Account Based Lists and select the list that you just created.
You can visualize your new list. For more information, read the article Visualizing Lists in our Knowledge Base. |
| 7 | Save to an existing list | You can also choose to add companies to an existing list. To do this, select a few companies in a Market Segment, then click Save and select an existing list as illustrated below:
The selected companies are added to the existing list.
Go to the Home page and select that list to visualize companies that you just added. |
