About Watchlists

Watchlists allow you to keep track of a personalized list of companies and people to follow their news updates for relevant business opportunities.

Watchlists use agents to gather news from various information sources including social media and traditional editorials. Once a company is added to your Watchlist, you can view its recent agent results in the News Feed and/or receive alerts by email.

Why You Need Watchlists

The easiest and most productive way for you to stay on top of relevant news, current events, and social media posts about the companies and people you want to follow are to create Watchlists.

For more information about how to set up Watchlists, see the article Managing Watchlists on our Knowledge Base. 

Watchlist Types

InsideView offers three types of Watchlists:

• Frequently Viewed: Automatically tracks the companies or people you view most frequently. You can modify the frequency rules for this Watchlist.
• Static Watchlist: You can manually add companies and/or people to this Watchlist. 
• Automated Watchlist: Automatically track companies based on the criteria you specify (e.g. "All Accounts I Own", "All Open Opportunities I Own" "Custom Criteria"). Automated Watchlists are available only to Salesforce users with InsideView’s Enterprise, Elite, or Target license.

Watchlist and Export Limit in InsideView Insights

InsideView has different license types based on the product features it offers. It has Free, Pro, Enterprise, Elite, and Trial license types. InsideView offers two of its flagship features - Watchlists and Exports and their limit varies by license type. 

The following table lists the export limit and the number of Watchlists, companies, and people that you can add based on the license type. 

Related Articles

• Managing Static Watchlists
• Create an Automated Watchlist
• About Frequently Viewed Watchlists