What is Watch List?
This list shows you the leads you want to keep track of.
How do I setup the Watch List?
NOTE: This setup requires your admin to add the designated field to a form.
- Click Admin on the left menu
- Click Form Builder
- Click the form you would like to add the Watch List field to. (We recommend the General Information form)
- Click Field Library on the right
- Scroll down and locate the Watch List field and drag it to the left hand section
- Click Save in the top right
How do I add leads to my Watch List?
- Navigate to the profile you would like to add to your Watch List
- 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
- Click the blue check button to save your changes
You will now be able to view your Watch List on the dashboard.