Managing Watchlists

  • Updated

Watchlists enable you to follow people or companies for relevant business opportunities. This article provides detailed instructions for the following:

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

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 or

Click the Manage Watchlists link in the InsideView Web View interface.

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or

On the Watchlists page, point to the Watchlists link and select Add New Watchlist. You can also add a new Watchlist by clicking the icon below the tab.

 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.

static_watchlist.png

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.

 

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.

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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.

watchlist_nav.png

 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.

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Export a Watchlist

Step Description Details

 1

Go to the Watchlist screen Open InsideView CRM View and then click Manage Watchlist.

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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.

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or

Click the Manage Watchlists link in the InsideView Web View.

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 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.

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 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.

Screenshot_2020-11-04_at_3.40.09_PM.png

or

Click the Manage Watchlists link in the InsideView Web View.

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 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.

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