Managing Frequently Viewed Watchlists

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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 InsideView CRM View and then click Manage Watchlist.

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or

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

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 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.

 

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