Create an Automated Watchlist and Distribute a Watchlist

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Important: Automated Watchlists and options to distribute a watchlist are available to Salesforce users with InsideView Account ManagementEnterprise 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.

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The Account <User> owns search criteria will identify all account that are owned by the user.

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You can also 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 Billing State equals to Calfornia, define your preferences as illustrated in the screen below with Field, Operator, and Value fields:

billing_state.png

 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.review_matches.png
 7 Change the Matching Company On the Change Matching Company page, search for the company.

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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.

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Note: You will see the Get Started option only when there are no watchlists added in your InsideView Sales account. If you have added a watchlish, then click + Add Watchlists to add new one.

 3 Select the watchlist criteria In the Select Watchlist Criteria page, enter the name in Watchlist Name field.

auto_watchlist_new2.png

Click the Criteria drop-down to select the search criteria for your watchlist. For example, select the Accounts <User> owns option.

auto_watchlist_new3.png

 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 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:

custom_criteria.png

Click Next and select the following options to distribute the watchlist to users:

      • Send Watchlist to all new and existing users - This option sends the watchlist to all users in your Salesforce CRM.

        auto_watchlist_new5.png

      • Send Watchlist to specific users - This option allows you to select specific users in your company to whom you wish to send the watchlist.

        auto_watchlist_new7.png

        Note: You must hover your mouse over the Send Watchlist field to send it to specific users. There is a license based limit on the number watchlist that an administrator can assign/distribute. For Enterprise License, the number is limited only to FIVE watchlists whereas, for Elite license, it is limited to 20 watchlists.

  • If you have purchased any other InsideView Sales license, which is not from Enterprise edition, the following error message appears:

    auto_watchlist_new6.png

 6 Save Click Done to distribute watchlist to selected users.

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