Add a Company or an Executive to the Watchlist


The List Build page allows you to add a company account or an executive to the Microsoft Dynamics 365 and On-premises environment. Here is how:

Step Description Details
 1 Go to the List Build page. Go to the List Build page following the instructions in the Getting to the List Build article.
 2 Select a company Select a company that is not in your CRM and Click the Add to Watchlist button watchlist_ico.png.


 3 Add to Watchlist The company is added to your Watchlist.


 4 Select the People tab To add an executive to the Watchlist, on the Search Results page, click the People tab and select an executive and click the Add to Watchlist button watchlist_ico.png  .


 5 Add to  Watchlist Once you click, the executive is added to your Watchlist.


You can select multiple companies and executives, then click the Add to Watchlist button to add them to the Watchlist. You can also add companies or people to multiple Watchlists that you have created from here.


Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk