As an Account Administrator you can create and share Automated Watchlists with your Salesforce.com CRM users in InsideView.
Add an Automated Watchlist
|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 Admin.
|2||Open the Distribute Watchlists page||Click Distribute Watchlists.
|3||Add a new Watchlist||Click Add Watchlist.
|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.
|1||Open the Admin Page||Click on Admin in InsideView applicationnto access the administration options.
|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.|