The Watchlists subtab displays all the companies and contacts that you have added to your Watchlists. For more information, see Managing Watchlists.
To edit a watchlist follow these steps:
Step | Description | Details |
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1 | Go to InsideView Insights Watchlists | Go to the User Settings page, and then select the Watchlists tab.
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2 | Go to Watchlist | Click the Watchlist link.
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3 | Review watchlist items | On the Watchlist subtab, review the companies and contacts you are following.
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4 | Sort items in the watchlist | To change the sorting of companies and contacts on your Watchlists, click the header of any column.
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5 | Remove items from the watchlist | To remove the company or a contact from your Watchlist, select the record and click the X at the end of that row.
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6 | Rename the watchlist | To edit the name of the Watchlist, click the Edit button ![]() In the Edit Details dialog box, type a name for your Watchlist. Click Save. |
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