Insider Focus and Watchlist Updates
The Watchlist and the Universities tabs are now combined.To access the watchlist and view them you can click on the arrow. This gives you a couple of options :You can set a new watchlist as a default dashboard OR click on the [ ] and view that watchlist on the...
Insider Focus: Watchlist Updates
Enhanced dashboard functionality for streamlined prospect tracking
What's New
We've combined the Watchlist and Universities tabs into a unified, more intuitive interface that puts you in control of your dashboard views.
Accessing Your Watchlists
To access and manage your watchlists, simply click on the dropdown arrow. This reveals several powerful options:
- Set as Default Dashboard: Choose which watchlist appears when you first log in
- Quick View Toggle: Click the checkbox next to any watchlist to instantly view it on your dashboard
When you select a watchlist via the checkbox, it immediately replaces your current dashboard view, allowing you to seamlessly switch between different prospect groups and research priorities.
What This Enables
This update lays the groundwork for exciting features on the horizon:
Saved Searches
Create and save custom searches directly from your results page, then transform them into dedicated dashboard views for ongoing monitoring.
Custom Dashboards
Coming soon! Build personalized dashboards tailored to your specific research workflows and organizational priorities.
Additional Features
View Results Button: Clicking this option takes you directly to the detailed results page for the watchlist you're currently viewing.
From the Watchlist Management Page:
- Set as Dashboard: Blue indicates the option is available; gray means that watchlist is already set as your default
- Rename Watchlists: Customize your watchlist names to match your organizational structure