Automated Watchlists Overview


As the name suggests, Automated Watchlists allow you to track accounts or opportunities automatically based on the criteria you specify (e.g. "All Accounts I Own", "All Open Opportunities I Own" or "Custom Criteria"). 

Automated Watchlists allow you to create a custom criteria to track company accounts that have a potential to generate more sales. With Automated Watchlists, you can choose to track the specific opportunities that are routed to you. Automated Watchlists are available only to Salesforce users with InsideView’s Account Management, Enterprise or Target license types.

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