Company lists

What happens

Apex asks for the file on a card and starts matching right away: in one sentence it tells you which columns it works from (company name, postcode, town, address, tax number, domain or email address). If a column is wrong, just write which column holds what, and Apex matches again; if it is unsure about a column, it asks on a card. Matching runs in the background. At the end, Apex tells you how many rows came out Sure, Likely or Needs checking, and how many have no match.

Where it shows

In the chat, on the upload card and, if Apex asks about a column, on a choice card; the list under Dizzlets, in Company lists, in the box on the right.

The file can be .xlsx or CSV, with up to 5,000 rows and 10 MB. Save an old .xls file as .xlsx or CSV.

What happens

Apex explains what the band means. Sure: an identifier or the domain matches, the company is already yours, or the postcode matches as well as the name. Likely: the town matches as well as the name, or the row has no address. Needs checking: the name matches but the address differs, or several unrelated websites fit it. Before the companies are opened, the list shows the band and the count; the website shows once they are opened.

Where it shows

In the chat, in Apex's answer; on the list's box, with the Sure, Likely, Needs checking and No match filters.

What happens

Apex lists the company lists with their row counts and the breakdown of the matches, or opens the box of the list you asked for.

Where it shows

Under Dizzlets, in Company lists; a list opens in the box on the right.

What happens

Apex tells you how many companies are waiting to be opened, and how many fit into the allowance now while leaving enough for the conversation and for handling the letters. On the card you choose: as many as fit in now or, if the card offers it, all in one go, with Extra usage. The opening runs in the background, starting with the Sure companies, followed by Likely and Needs checking. Whatever does not fit in now stays on the list, marked Waiting to be opened.

Where it shows

In the chat, on the approval card; on the list's box, the number of companies opened and the Waiting to be opened filter.

Companies already opened and your own companies do not count again. If several websites of a company are linked by a shared tax number or company registration number, that is one opening. On Apex Free, opening counts towards the 25-company allowance.

What happens

Apex opens the next batch from the companies marked Waiting to be opened, in the same order, with the same card. New matches from rematching also wait here to be opened.

Where it shows

In the chat, on the approval card.

What happens

Apex selects the list's opened companies, only from the bands you name if you ask, starting with the best ones. The approval card shows you how many companies go into the campaign. After your approval, Apex loads them and reports how many it loaded and why the rest were left out.

Where it shows

In the chat, on the approval card; the campaign under Customer acquisition, in Campaigns; on the list's box, the number of companies in a campaign.

You can put a campaign together on Apex Free too; sending the letters works from Apex Start upwards.

What happens

On the card you choose: the requested number of companies from those not yet in the campaign, or all of them. The next request continues where the campaign stopped, so the list goes into the campaign in order.

Where it shows

In the chat, on the approval card.

You do not need to split the list: the sending pace comes from the sending mailbox's schedule. A first batch is useful if you want to try the letters on a smaller group first.

What happens

Apex puts the tag on the list's opened companies and sets the owner, with one approval. In the same way, you can also give the companies a task, for example a call-back.

Where it shows

In the chat, on the approval card; the tag and the owner on the companies' records.

What happens

If you decided in a campaign round to leave out the companies without a usable address, the list remembers this per campaign: the next round does not ask about them again in any conversation. On request Apex brings them back, and the next campaign round counts them again and asks about their address too. If you give row numbers, it asks on an approval card before bringing back five or more rows.

Where it shows

In the chat, in Apex's answer.

What happens

If a company has several websites, one is selected by default: the one where the company appears under its own name and has contact details. Apex switches to the website you ask for. Websites linked by a shared identifier count as one company; a website that only matches by name is another company, and switching to it is a new opening.

Where it shows

In the list's box, by opening the row with several websites; Apex in the chat.

You can also exclude a website: the list's actions only apply to the selected websites. If a match is right, mark it in the row menu: Correct match stays even after a later rematch.

What happens

Apex excludes the companies from the list: none of the list's actions apply to them, and you can include them again later in the Excluded filter. If a name fits several rows, Apex asks for the row number. For changes to five or more rows, it asks on an approval card.

Where it shows

In the list's box, in the row menu and the Excluded filter; Apex in the chat.

What happens

For the No match rows, you can enter the website, or upload a second file with a domain, email or tax number column: Apex then reruns only the rows not matched yet, free of charge. When Apex processes more companies, the unmatched rows also rerun on their own, and Apex lets you know about new matches.

Where it shows

In the list's box, in the row menu, with Enter a different domain; Apex in the chat, and new matches in a notification.

Apex matches among the companies it has already processed, where available. If a company has no match, the surest way is its website or its tax number.

What happens

Apex explains what can be taken out: under Export in the account menu, the companies that responded positively (a reply showing interest, a positive call or Won) with their contact details, as CSV or Excel. Then it offers the way that works: it puts the list's opened companies into a campaign, and those who respond positively are in the next export.

Where it shows

In the chat, in Apex's answer; Export in the account menu.

Export is part of Apex Start and the larger plans. The details are in the Export topic.