Managing Watchlists

Follow

Watchlists enable you to follow people or companies for relevant business opportunities. This article provides detailed instructions for creating a Watchlist, adding companies and people to Watchlist, exporting a Watchlist, and deleting a Watchlist.

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

crm_view_menu.png

 

 or

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

new_ux_menu.png

or

On the Watchlists page, point to 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 Static  Watchlist.

 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 always add companies and people you want to follow to it.

 

Add Individual Companies to a Watchlist

You can simply click the company name and then click the Follow button. A list of your Watchlists will appear so you can select a Watchlist to which  you want to add the company to.

 

Note: You can also Follow people 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 View Watchlist in the mashup or the Watchlist tab in the standalone InsideView application.
 
 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 "Add" (+ sign) 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 size) 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

In the People tab, point mouse over the Title field and then click Follow. A list of your Watchlists will appear so you can select a Watchlist to which you want to add people to. 

Or

On the People Details page, click the Follow icon at the top right-hand side. Select a Watchlist from the drop-down list to add people to a desired Watchlist.

Export a Watchlist

Step Description Details

 1

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

crm_view_menu.png

or

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

new_ux_menu.png

 2 Pick the Watchlist to export On the Watchlists page, point to the Watchlists tab and select a Watchlist you want to export.
 3 Select the company or people 
Point to Export, 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 Watchlist.

crm_view_menu.png

or

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

new_ux_menu.png

 2 Pick the Watchlist to delete On the Watchlists page, point to the Watchlists tab and select 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.

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