InsideView Sales Release Notes v160 (29-March-2019)

Follow

Contents

About InsideView Sales

What’s New in v160?

Known Issues

Support and Feedback

About InsideView Sales

InsideView Sales offers the most accurate and complete market intelligence that powers productivity across the enterprise. Up-to-the-minute intelligence from over 40,000 sources is delivered into your business workflow through various InsideView CRM integrations. The InsideView for Sales product suite also includes:  

  • InsideView Mobile – Provides market intelligence on your mobile device making it easy to access on the go.
  • InsideView Account Management – Provides leadership change updates and market intelligence to keep you informed about important activities across your accounts and arms you with insights to retain and grow them.

What's New in v160?

Click the following links to browse through the feature updates and enhancements in the respective products:

New Features in InsideView Sales

Map and Sync Employment and Executive ID Fields

InsideView Insights now allows you to map the following fields in the custom field mapping:

  • Employment ID - This is a unique identifier for an executive's employment in a company in InsideView's database. An executive can have multiple Employment IDs depending on jobs at various companies.
  • Executive ID - This is a unique identifier of a person in InsideView's database. The Executive ID is different from Employment ID because Employment ID is tagged to the Job of an executive (identified by an Executive ID) at a company (identified by InsideView ID).

For more information, read the article InsideView Sales Fields and Datatype Mappings in our Knowledge Base. 

Create and Distribute Watchlists Automatically

InsideView Sales now allows you to create and distribute watchlists to both new and existing user automatically in Salesforce CRM. With this enhancement, you will have setting that will enable you to distribute/send watchlist to all users or to specific users in an organization automatically and let them access watchlists across the company in your Salesforce CRM.

auto_watchlist_new.png

For more information, read the article Create an Automated Watchlist and Distribute a Watchlist in our Knowledge Base. 

Known Issues

There are no known issues in this release.

Support and Feedback

For any technical issues, submit a request for technical support. InsideView’s support team will contact you to address your technical problem.

Please share your feedback and ideas with us by sending an email to kb@insideview.com or click the Feedback button on the right-hand side of this page.

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk