A Watchlist allows you to track and prioritise the key accounts that matter most to your team. By grouping high-value companies into Watchlists, you create a focused view of their intent activity, making it easier to monitor engagement and take timely action.
👉 You can create multiple Watchlists for different strategies — e.g., regional focus, industry verticals, or strategic accounts.
Creating a Watchlist:
- Navigate to Active Accounts → Watchlist.
- Click Add Watchlist in the top-right corner.
- Enter a name, description, and optional colour code.
- Add company domains manually or import them from a CSV file.
Once created, your Watchlist becomes a subset of your intent data filtered to those specific companies.
Adding Companies to a Watchlist:
You have two ways to add domains:
- Manually → Type a domain into the box and click the arrow to confirm.
- CSV Import → Upload a file with all domains you want to include. (Download the example CSV as a template.)
👉 To remove domains:
- Click the x beside a domain to remove one company.
- Select Remove Filters to clear all domains at once.
- Confirm changes by clicking Update Settings.
Understanding the Watchlist Table:
Each Watchlist is displayed in a simple table with the following columns:
- Watchlist Name → the label you created.
- Description → a short note on the Watchlist’s purpose.
- Company Domains → number of domains currently in the Watchlist.
- Manage → add or remove domains via Update Settings.
- Actions → rename, update description/colour, or delete the Watchlist.
👉 Companies in your Watchlists are labelled in the intent table so you can instantly see which account belongs to which Watchlist.
Filtering by Watchlists:
- Use the All Watchlists filter to view only accounts from specific Watchlists.
- Choose one or multiple Watchlists from the dropdown to focus your results.
This allows you to drill down on activity from your highest-priority accounts.
Best Practices:
👉 Segment strategically → create Watchlists by region, vertical, or tier (e.g., Tier 1 strategic accounts).
👉 Review regularly → keep your lists updated by adding new accounts and removing irrelevant ones.
👉 Use with filters → combine Watchlists with additional filters (e.g., spikes, industry, location) for sharper targeting.
👉 Label clearly → use descriptions and colours so Watchlists are easy to identify across your team.
FAQs:
Can I create more than one Watchlist?
Yes. You can create multiple Watchlists for different use cases (e.g., strategic accounts vs. industry-specific accounts).
How do I remove all companies from a Watchlist?
Click Remove Filters in the Watchlist settings to clear all domains at once.
What happens if I delete a Watchlist?
The Watchlist and its labels are removed, but the underlying accounts remain in your Active Accounts view.
Can I filter activity by more than one Watchlist at a time?
Yes. Use the All Watchlists dropdown filter to select multiple Watchlists.