Edit Email Alert Settings

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InsideView Insights sends you regular email alerts with news updates for companies and contacts on your Watchlists. By default, you will receive a daily summary email. However, you can change the settings for both company and contact Watchlist separately. Here’s how:

Step Description Details
1 Go to Insights User Settings Sign in to your Microsoft Dynamics application. Go to CRM > InsideView Insights > User Settings.

1_User_Settings_small.jpg

2 Go to Watchlists In the Insights User Settings page select the Watchlists tab. 

Follow the steps in the Managing Your Email Alert Settings article in our Knowledge Base to edit your watchlist email alert settings.

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