The Watchlists subtab displays all the companies and contacts that you have added to your Watchlists. For more information, see Add a Company or a Contact to a Watchlist.
Note: You can track up to 200 companies and/or people per list for a total of 1,000 entities. InsideView recommends you to set 1 Watchlist for Top Customers, 1 for prospects and 1 for competitors.
To edit a watchlist follow these steps:
| Step | Description | Details |
|---|---|---|
| 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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