Create and Manage Company Lists

Context

In addition to building lists in Sales Intelligence using list build filters, you can create lists with specific companies. To add companies to a list, you can enter them individually, copy and paste them, or upload them from an Excel or CSV file.

After creating company lists, you can update or delete them. You can also use them with the suppression list filter when building lists. 

Prerequisites/Preparation

Upload files for company lists can include up to 10,000 companies and must include at least one of the following fields:

• InsideView ID
• Company name
• Website
• Ticker symbol

Additional recommended fields for upload files include:

• Street
• City
• State
• Country
• Zip code

Steps: Create Company Lists

1. To create a new company list, do one of the following:
   • In the Sales Intelligence web app, go to Build a List in the left navigation bar.
   • In the Sales Intelligence iFrame or browser extension, click the three lines at the top right and select Build a List to open the web app.
2. In the right Start with a List pane, click Create a New List of Companies.
   
3. To add companies to the list, do one of the following:
   • In the text box, enter company names individually or copy and paste the list of companies.
     Important: Enter the name of each company on a separate line in the text box.
     
   • Click Upload a file and select the file to upload.
     
4. Click Next to start the company matching process.
5. In the window that opens, click Review to view the results of the matching process.
   
   
6. To resolve unmatched results, do one of the following:
   • To search for the correct match, click Find the correct company and select the correct company.
   • To remove the unmatched result, select the checkbox for the unmatched result and click Delete.
     Tip: You can save a list with unmatched results and resolve them later.
     
     
7. Click Next to view the list of matched companies.
8. Click Finish to save the list.
9. In the window that opens, enter a List Name and click Save.
10. (Optional) Add list build filters and save the list as a saved search. For more information, see Build and Manage Lists.
    
    

Steps: Add Companies to Company Lists

1. To access the lists you saved, do one of the following:
   • In the Sales Intelligence web app, go to Settings > Saved Lists in the left navigation bar.
   • In the Sales Intelligence iFrame or browser extension, click the three lines at the top right and select Saved Lists & Searches. In the web app, click Saved Lists.
2. Hover over the list row and click the plus icon that appears.
   
3. Do one of the following:
   • In the text box, enter company names individually or copy and paste the list of companies.
     Important: Enter the name of each company on a separate line in the text box.
   • Click Upload a file and select the file to upload.
     
4. Click Next to start the company matching process.
5. In the window that opens, click Review to view the results of the matching process.
   
   
6. To resolve unmatched results, do one of the following:
   • To search for the correct match, click Find the correct company and select the correct company.
   • To remove the unmatched result, select the checkbox for the unmatched result and click Delete.
     Tip: You can save a list with unmatched results and resolve them later.
     
     
7. Click Next to view the list of matched companies.
8. Click Finish to save the list.
9. In the window that opens, click Save.
   Tip: Enter a new List Name to save the list with a new name. This process renames the existing list, it doesn’t create a copy of the list with the name you enter.
   

Steps: Resolve Unmatched Results in Company Lists

1. To access the lists you saved, do one of the following:
   • In the Sales Intelligence web app, go to  Settings > Saved Lists in the left navigation bar.
   • In the Sales Intelligence iFrame or browser extension, click the three lines at the top right and select Saved Lists & Searches. In the web app, click Saved Lists.
2. Do one of the following:
   • Click the link showing the number of unmatched results.
   • Hover over the list row and click the edit (pencil) icon that appears.
     
3. Do one of the following:
   • To search for the correct match, click Find the correct company and select the correct company.
   • To remove the unmatched result, select the checkbox for the unmatched result and click Delete.
     
4. Click Next to view the list of matched companies.
5. Click Finish to save the list.
6. In the window that opens, click Save.
   Tip: Enter a new List Name to save the list with a new name. This process renames the existing list, it doesn’t create a copy of the list with the name you enter.

Steps: Delete Company Lists

1. To access the lists you saved, do one of the following:
   • In the Sales Intelligence web app, go to  Settings > Saved Lists in the left navigation bar.
   • In the Sales Intelligence iFrame or browser extension, click the three lines at the top right and select Saved Lists & Searches. In the web app, click Saved Lists.
2. Do one of the following:
   • Hover over the list row, click the delete (trash can) icon, and click Delete in the window that opens.
     
   • Select the checkbox for the list, click Delete, and click Delete in the window that opens.