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:
|1||Go to InsideView Insights Watchlists||Go to the User Settings page, and then select the Watchlists tab.
|2||Go to Watchlist||Click the Watchlist link.
|3||Review watchlist items||On the Watchlist subtab, review the companies and contacts you are following.
|4||Sort items in the watchlist||To change the sorting of companies and contacts on your Watchlists, click the header of any column.
|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.
|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.