Add a Company or Contact to a Watchlist from the Preview Pane

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The Preview Pane allows you to add a company or contact to your InsideView Insights Watchlist.

Here’s how:

Step Description Details
1 Go to the Preview Pane Follow the steps in Using the Preview Pane to launch the Preview Pane in Discovery Center.
2 Add to watchlist To add a company or contact to Watchlist select the desired company or contact and click the Add to Watchlist button 

Company:

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Contact:

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Follow the steps provided in Add a Company or Contact to your Watchlist article in our Knowledge Base and add the company or contact to your watchlist.

Note: You can also select multiple companies and contacts to add to a watchlist.

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