What you can do with Agents, Watchlists and Alerts

  • Updated

Sales Intelligence lets you search for the most recent company news, leadership changes, and other updates to company and contact profiles with default Standard Agents, user-defined Custom Agents, and admin-defined Team Agents. These agents help you identify buying triggers and conversation starters using the latest news and social media posts.

Watchlists enable you to follow companies and/or contacts for relevant business opportunities. Agents are used by Frequently Viewed Watchlists, user-defined Static Watchlists, and Automated Watchlists to retrieve the latest news for a company or a contact you are following. 

Note: Automated Watchlists are available only to Salesforce users with Sales Intelligence Enterprise, Elite, or Target license.

To stay on top of key events of your business prospects, you can set Email Alerts to receive notifications on a daily or a weekly basis with related news for your Watchlists.

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