Create an Automated Watchlist and Distribute a Watchlist

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Important: This article is no longer being maintained or updated. For the latest information about this product or feature, see the following article.

Distribute Watchlists

 

Automating and distributing Watchlists are only available to Salesforce users with Sales Intelligence Enterprise, Elite, and Target licenses.

Create an Automated Watchlist

  1. In Salesforce, go to the Sales Intelligence iframe. At the top right, click the three lines > Manage Watchlists. 
    2023-05-01_12-54-48.png
  2. Click New. 
    Screenshot_2023-05-01_at_10.34.47_AM.png
  3. Click Automated CRM Watchlist. 
    Screenshot_2023-05-01_at_12.39.13_PM.png
  4. Enter a Watchlist Name.
  5. Click the Account Criteria drop-down to select the criteria for your watchlist. For example, select Accounts I own.
    Important: Watchlists can only have 200 companies. 
    • Account I own - Accounts owned by the user.

    • Open opportunities I own - All open opportunities owned by the user.

    • Custom Criteria - Use Salesforce fields to create a customized Watchlist. Screenshot_2023-05-01_at_1.00.04_PM.png

  6. Click Save
  7. When the companies are imported, there may be unmatched companies. Click Review matches to resolve the unmatched records.
    Screenshot_2023-05-01_at_1.09.09_PM.png
  8. In the unmatched list, click Find Company to find a match for the company in Sales Intelligence
    Screenshot_2023-05-01_at_1.12.11_PM.png
  9. Search for and click the desired company match. 
    Screenshot_2023-05-01_at_1.14.04_PM.png
  10. Click Save
 

Distribute a Watchlist

Important:  There is a limit of Watchlists an administrator can distribute depending on your license.  Enterprise License - 10 Watchlists and Elite License - 20 Watchlists. 

  1. In Salesforce, go to the Sales Intelligence iframe. At the top right, click the three lines > Account Admin. 
    2023-05-01_12-54-48.png
  2. In the left navigation pane, go to Distribute Watchlists and click Add Watchlist
    Tip: You can also distribute existing watchlists. Find a Watchlist, hover over the Send Watchlist column, and click Send to more users
    Screenshot_2023-05-01_at_1.20.17_PM.png
  3. Enter a Watchlist Name.
  4. Click the Account Criteria drop-down to select the criteria for your watchlist. For example, select Accounts <User> owns.
    Important: Watchlists can only have 200 companies. 
    • Account <User> owns - Accounts owned by a user.

    • Open opportunities <User> owns - All open opportunities owned by a user.

    • Custom Criteria - Use Salesforce fields to create a customized Watchlist.

  5. Click Next | Select Users. Choose the users you want to distribute the Watchlist to and click Done. 
    • Send Watchlist to all new and existing users - Sends the watchlist to all users. 
    • Send Watchlist to specific users - Allows you to select specific users. 
      • In the search bar, type in user name. Go to the desired user and hover over the Send Watchlist column. Click Send Watchlist.
        Screenshot_2023-05-01_at_1.45.52_PM.png

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