Add Accounts or People to a Watchlist

  • Updated

Add accounts or people to a watchlist to monitor relevant news and current events. You can stay updated by viewing activity in the News Feed or receiving notifications through email alerts.

Add Individual Companies or People to a Watchlist

  1. Log in to Demandbase One for Sales.
  2. Go to an account or person record.
  3. Click the Watchlist icon.
    Watchlist.jpg
  4. Select a watchlist.
    Tip: You can add the accounts and people to multiple watchlists
  5. (Optional) To create a watchlist, do the following:
    1. Click Create Watchlist and enter the following:
      • Watchlist Name
      • Alert Frequency: Daily, Weekly, or Never.
      • Alert Type:
        • All: All articles
        • Summary: Up to three most recent articles
      • Email Format: HTML or Plain Text.
    2. Click Create Watchlist.

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