Overview

In this article, we will review the watch list and how to add leads to this list. 

Adding Leads to Watchlist

Step 1: Navigate to the profile you would like to add to your Watch List

Step 2: Under the General Information form (or the form your admin added the Watch List field to), click the Watch List field and change the value to Yes. 

Step 3: Click the blue check button to save your changes

Note: You will now be able to view your Watch List on the dashboard.

Removing Leads from the Watchlist

Step 1: Navigate to the profile you would like to remove from your Watch List

Step 2: Under the General Information form (or the form your admin added the Watch List field to), click the Watch List field and change the value to No. 

Step 3: Click the blue check button to save your changes

Note: You will now no longer see the profile you removed on your Watch List.