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 |
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1 | Go to Insights User Settings | Sign in to your Microsoft Dynamics application. Go to CRM > InsideView Insights > User Settings.
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2 | Go to Watchlists | In the Insights User Settings page select the Watchlists tab.
Follow the steps in the How to Change Email Alert Settings article to edit your watchlist email alert settings. |
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