Understanding Watchlists

  • Updated

You can use watchlists in Sales Intelligence to track relevant news, current events, and social media posts about specific companies and people. After you add companies or people to your watchlists, you can view content in the News Feed or receive email alerts. For more information, see Create and Manage Watchlists.

Available Watchlist

The watchlists available in Sales Intelligence include:

  • Frequently Viewed: An automated watchlist that tracks the companies and people you view most often. You can modify the rules used to generate this watchlist.
  • Static: A watchlist with companies and people you add manually.
  • Automated CRM: A dynamic watchlist that tracks companies based on the CRM account or opportunity criteria you specify. These watchlists are available to Salesforce users with the Trial, Enterprise, or Elite license types.

Watchlist and Export Limits

The number of watchlists available and the number of records that can be added to and exported with a watchlist depends on your Sales Intelligence license. Refer to the following table for the limits for each license type.

 Sales Intelligence License Watchlist Limit Record Limit
Free

1 Frequently Viewed

1 Static

10 companies or people
Trial

1 Frequently Viewed

5 Static or Automated CRM

200 companies or people
Pro

1 Frequently Viewed

1 Static

200 companies or people
Target

1 Frequently Viewed

5 Static

200 companies or people
Enterprise

1 Frequently Viewed

10 Static or Automated CRM

200 companies or people
Elite

1 Frequently Viewed

20 Static or Automated CRM

200 companies or people

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