As an Account Administrator you can create and share Automated Watchlists with your Salesforce.com CRM users in InsideView.
Add an Automated Watchlist
Step | Description | Details |
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1 | Open the Admin Page. |
From your Salesforce CRM, click on the Company name in the InsideView window to open the details page in a new tab. In the InsideView application, click Account Admin in the top menu.
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2 | Open the Distribute Watchlists page | Click Distribute Watchlists.
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3 | Add a new Watchlist | Click Add Watchlist.
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5 | Name the Watchlist and specify preferences | Enter a name for your Automated Watchlist, select your Account Criteria from the drop-down list and specify your preferences. |
6 | Select the list to share the Watchlist | Click Next | Select Users >> to select the users with whom you want to share this Watchlist. Alternatively, you can click Save to save the Watchlist and send it to users later. Refer to Share a Watchlist with Users below in this article. |
7 | Send the Watchlist |
On the Select Users section, search for users you want to send the Watchlist to and click Send Watchlist in the Send Watchlist column. Notes:
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Share a Watchlist with Users
Step | Description | Details |
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1 | Open the Admin Page | Click on Account Admin in InsideView Web View interface to access the administration options.
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2 | Search for the Watchlist | Search for the Watchlist you want to share by name. |
3 | Add more users | Click Send to more users in the Send Watchlist column. The number of users you have shared this Watchlist with displays under the Sent to (#People) column. |
4 | Select the list to share the Watchlist | In the Select Users section, search for users you want to share the Watchlist with and click Send Watchlist in the Send Watchlist column. You can share a Watchlist with multiple users here. |
5 | Finish the process | Click Done. |
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