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Creating A Company Watchlist In Avention For Salesforce

Creating a Company Watchlist in Avention for Salesforce.com…………..

A Watchliist is a list of companies that exist as Accounts or Leads in Salesforce.com and have been updated with Avention content.  Watchlists are ideal for Account Managers who work with named accounts.  The Watchlist list of companies becomes eligible for all the news and trigger monitoring events that you have enabled within Avention.

 

The Lead or Account must be populated with the Avention AVID number.  The AVID number is populated when and Account or Lead is imported from Avention into Salesforce.com or when the Lead or Account is updated from within the QuickProfile object.

 

Creating a Watchlist:

 

  1. Click the My Lists dropdown and click View All
  2. Click Create CRM Watchlist button
  3. Name your list
  4. Choose the Salesforce.com Object Field:  Accounts, Leads or Opportunities
  5. Select your Filters Field(s), Operators & Values
  6. Click You will now have a saved list of companies based on your selected criteria which can be retrieved under the My Lists dropdown

 

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