Watchlists enable you to follow people or companies for relevant business opportunities. This article provides detailed instructions for the following:
- Create a Static Watchlist
- Add Individual Companies to a Watchlist
- Add Multiple Companies to a Watchlist
- Add People to a Watchlist
- Export a Watchlist
- Delete a Watchlist
- Managing Your Email Alert Settings
Create a Static Watchlist
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Watchlist screen |
To create a Watchlist, do one the following: Open InsideView CRM View and then click Manage Watchlist
or Click the Manage Watchlists link in the InsideView Web View interface.
On the Watchlists page, point to the Watchlists link and select Add New Watchlist. You can also add a new Watchlist by clicking the |
| 2 | Select Watchlist type |
If you are using an InsideView Enterprise license for Salesforce CRM and haven’t yet created your Automated CRM Watchlist, the following dialog appears. Click the Static Watchlist.
To create an Automated CRM Watchlist, read the article Create an Automated Watchlist and Distribute Watchlist in our Knowledge Base. |
| 3 | Save the Static Watchlist | On the Watchlist Details pop-up, type in the name of your Watchlist and click Save.
Once you create the Static Watchlist, you can add companies you want to follow or you can add companies and people from individual records in InsideView. |
icon below the tab.
Add Individual Companies to a Watchlist
When viewing a company record, click the Follow button. A list of your Watchlists will appear. You can select one or more Watchlists to add the company to.
Note: You can also Follow people by clicking on the eyeball icon to add them to a Watchlist.
Add Multiple Companies to a Watchlist
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Watchlist screen | Go to the Watchlist screen by clicking Manage Watchlists. |
| 2 | Pick the Watchlist |
Select the Watchlist to which you would like to add companies to by clicking the appropriate tab. If you have more Watchlists that can be displayed, the additional Watchlists will be under the More tab.
|
| 3 | Add the required companies |
Click the "Add" (+ sign) button and then enter or paste company names or URLs into the "Enter your Companies" box. You can separate companies with either a comma or a new line.
To limit your search to a specific geographical location, click the "Search for companies in" drop-down and select the location. |
| 4 | Search for companies |
Click Search to see a list of matching companies. The most likely match (based on popularity) will be listed first.
|
| 5 | Save the Watchlist | Make sure the correct company is checked for each match, then click Add to Watchlist at the bottom of the page. |
Add People to a Watchlist
| Step | Description | Details |
|---|---|---|
| 1 | Add people to the Watchlist |
On the People Details page, click the Follow (eyeball) icon below the person’s name and title. Select one or more Watchlists from the drop-down list to add people to the desired Watchlist.
|
Export a Watchlist
| Step | Description | Details |
|---|---|---|
|
1 |
Go to the Watchlist screen | Open InsideView CRM View and then click Manage Watchlist.
or Click the Manage Watchlists link in the InsideView Web View interface.
|
| 2 | Pick the Watchlist to export | On the Watchlists page, select a Watchlist you want to export. |
| 3 | Select the company or people | Click the Export button, and depending on whether you want to export the company or people records, click Company or People. |
| 4 | Save the file | Save or open the exported file |
Delete a Watchlist
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Watchlist screen |
Important: You cannot delete Frequently Viewed or Automated Watchlists. Open InsideView CRM View and then click Manage Watchlists.
or Click the Manage Watchlists link in the InsideView Web View.
|
| 2 | Pick the Watchlist to delete | On the Watchlists page, click the Watchlist you want to delete. |
| 3 | Click on the edit icon | Click the Edit icon  next to the Watchlist name.
|
| 4 | Delete the Watchlist |
In the Watchlist Details dialog box, click Delete. |
Managing Your Email Alert Settings
InsideView sends you regular email alerts with news updates for companies on your Watchlists. By default, you will receive a daily summary email. However, you can change the frequency of the email or stop receiving it.
Change Email Alert Settings
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Watchlist screen | Open InsideView CRM View and then click Manage Watchlist.
or Click the Manage Watchlists link in the InsideView Web View.
|
| 2 | Pick the Watchlist | On the Watchlists page, point to the Watchlists tab and select the Watchlist you want to modify. |
| 3 | Go to Alerts | Click Alerts.
|
| 4 | Select the Frequency | Under the Alert Me section, select the frequency as Daily, Weekly or Never (off). The Never(off) option will turn off email alert notifications for Watchlists. |
| 5 | Select the Email type | In the Email Type section, select the type of news either as All News or Summary. |
| 6 | Select the Email format | In the Email Format section, select your preferred email format either as HTML or Plain Text. |
| 7 | Close | Changes are saved automatically. Click Close to exit the settings panel. |
Additional Resources