Frequently Viewed Watchlists are automatic Watchlists that track companies and people that you view frequently (a company or person's profile you view more than five times is automatically added to this Watchlist.) You can choose to remove a company or person from this Watchlist, edit your notification settings, and turn the Watchlist on or off according to your preference.
The following table lists the export limit and the number of Watchlists, companies, and people that you can add based on the license type.
| License Type | No. of Watchlists | No. of People and/or Companies Per List |
|---|---|---|
|
Free |
1 Freq Viewed and 1 Static |
10 |
| Enterprise | 1 Frequently Viewed and 10 Static | 200 |
| Pro | 1 Frequently Viewed and 1 Static | 200 |
You can edit the rules of frequently viewed Watchlists to adjust them according to your preferences. To edit these rules, click Edit Rules.
The Frequently Viewed Watchlist is a list of companies and people you view frequently. While companies and people are added to this Watchlist automatically, you can control the rules for how this happens.
Edit the Frequently Viewed Watchlist rules
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Watchlist screen | Open Sales Intelligence CRM View and then click Manage Watchlist.
or Click the Manage Watchlists tab in the Sales Intelligence Web View interface.
|
| 2 | Go to edit rules in the frequently viewed Watchlist tab | On the Watchlists page, point to the Watchlists tab and select Frequently Viewed then click the Edit Rules link.
|
| 3 | Set up the preferences | To set up your preference on when to add a company or person to the Watchlist, in the Add drop-down lists, enter the number of views and days respectively.
For example, if you want all the companies and people you viewed more than three times in the last seven days to be added to your Frequently Viewed Watchlist, select 3 and 7 from the Add drop-down list respectively. |
| 4 | Set up the preferences to remove companies | To set up your preference on when to remove a company or a person from the Watchlist, in the Remove drop-down list, enter the number of days. |
| 5 | Save | Click Save. |
Additional Resources