Important: Automated Watchlists and options to distribute a watchlist are available to Salesforce users with InsideView Enterprise, Elite, and Target license types only.
Follow the instructions in these sections:
Create an Automated Watchlist
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Watchlist Screen | Open InsideView CRM View and then click Manage Watchlists.
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| 2 | Add a new Watchlist | On the Watchlists page, click + Add Watchlists and then Automated CRM Watchlist.
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| 3 | Select the watchlist criteria | In the Select Watchlist Criteria page, enter the name in the Watchlist Name field.
Click the Account Criteria drop-down to select the search criteria for your watchlist. For example, select the Accounts <User> owns option.
The Account <User> owns search criteria will identify all account that is owned by the user. Similarly, the Open opportunities <User> owns search criteria will identify all open opportunities that are owned by the user creating the Watchlist
You can also select the Custom Criteria option to define a customized Automated Watchlist for your specific business requirement. For example, to import all accounts or opportunities where the Billing State equals California, define your preferences as illustrated in the screen below with Field, Operator, and Value fields:
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| 4 | Save | Once you entered the Automated CRM Watchlist criteria, review the details, and click Save. |
| 5 | Review the matches | Once the companies have been imported, you will be prompted to resolve matches for companies that weren't found in InsideView. Click Review matches to resolve these.
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| 6 | Find the unmatched Companies | In the Unmatched list, click Find Company to find a match for the company in InsideView. |
| 7 | Change the Matching Company | On the Change Matching Company page, search for the company.
From the results, click on the right company name to select it. |
| 8 | Save the Watchlist | Click Save to save the resolved matches.
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Distribute a Watchlist
| Step | Description | Details |
|---|---|---|
| 1 | Go to the Watchlist Screen | Open InsideView CRM View and then click Account Admin.
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| 2 | Add a new Watchlist | On the Watchlists page, click Distribute Watchlists and select Get Started.
Note: You will see the Get Started option only when there are no watchlists added to your InsideView Sales account. If you have added a watchlist, then click + Add Watchlists to add a new one. |
| 3 | Select the watchlist criteria | In the Select Watchlist Criteria page, enter the name in the Watchlist Name field.
Click the Criteria drop-down to select the search criteria for your watchlist. For example, select the Accounts <User> owns option.
|
| 4 | Review the details | Once you entered the Automated CRM Watchlist criteria, review the details, and click Next.
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| 5 | Select the option to distribute criteria | Select the Custom Criteria option to define a customized Automated Watchlist for your specific business requirement.
For example, to import all company accounts or opportunities from Account equals InsideView, define your preferences as illustrated in the screen below with Field, Operator, and Value fields:
Click Next and select the following options to distribute the watchlist to users:
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| 6 | Save | Click Done to distribute the watchlist to selected users.
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