What are Watchlists?
Watchlists are a subset of the Pipeline, designed to help organize agents into specific groups. They are collaborative, which allows team members to share and update them, making working together even easier.
Creating a Watchlist
You can create a Watchlist multiple ways. Follow the steps below:
Creating a Watchlist from Agent Search or a Saved Search
Select Agents: Use the checkboxes to the left of the agent's name to select the agent(s) you want to add to a Watchlist.
Open the Watchlist Modal: Click the "Manage Watchlists" icon (a folder with a "+" inside) in the top bar of the search table.
Create a New Watchlist: In the "Add or Remove from Watchlist" modal, click Create Watchlist in the bottom left corner.
Name Your Watchlist: Enter a name for your Watchlist.
(Optional) Add Team Members: If desired, add team members who should have access to the Watchlist.
Finalize: Click Create to save your Watchlist.
Creating a Watchlist from an agent's profile
Navigate to the Agent's Profile: Open the profile of the agent you want to add to a Watchlist.
Open the Watchlist Modal: In the upper-left corner, click the "Manage Watchlists" icon (a folder with a "+" inside).
Create a New Watchlist: In the "Add or Remove from Watchlist" modal, click Create Watchlist in the bottom left corner.
Name Your Watchlist: Enter a name for your Watchlist.
(Optional) Add Team Members: If desired, add team members who should have access to the Watchlist.
Finalize: Click Create to save your Watchlist.
What to look for
When viewing a table, use the checkboxes next to the agents' names to access the bulk actions menu. From the menu, click the "Manage Watchlists" icon (a folder with a '+' inside) to open the "Add or Remove from Watchlist" modal.
When viewing an agent's profile, click the "Manage Watchlists" icon (a folder with a "+" inside) to view the "Add or Remove from Watchlist" modal.
Viewing a Watchlist
To view the Watchlists you have created, follow these steps:
Open the Navigation Menu: Hover your cursor over the left-side navigation panel.
Access the Recruit Section: Click on Recruit to trigger the secondary navigation menu.
Navigate to Watchlists: In the secondary navigation, click on Watchlists.
Select Your Watchlist: Choose the specific Watchlist you want to view from the list.
Adding an agent to an existing Watchlist
Once you have created a Watchlist, you can continue to add agents to it. Follow these steps:
Adding an agent to a Watchlist from Agent Search or a Saved Search
Select Agents: Use the checkboxes to the left of the agent's name to select the agent(s) you want to add to a Watchlist.
Open the Watchlist Modal: Click the "Manage Watchlists" icon (a folder with a "+" inside) in the top bar of the search table.
Choose a Watchlist: In the "Add or Remove from Watchlist" modal, check the box next to the Watchlist(s) you want to add the agent(s) to.
Apply Changes: Click Apply to save your updates.
Adding an agent to a Watchlist from an agent's profile
Navigate to the Agent's Profile: Open the profile of the agent you want to add to a Watchlist.
Open the Watchlist Modal: In the upper-left corner, click the "Manage Watchlists" icon (a folder with a "+" inside).
Choose a Watchlist: In the "Add or Remove from Watchlist" modal, check the box next to the Watchlist(s) you want to add the agent(s) to.
Apply Changes: Click Apply to save your updates.
Removing an agent from an existing Watchlist
If you no longer want an agent to appear on a Watchlist, you can remove them in one of two ways:
Removing an agent from a Watchlist from the Watchlist table
Select Agents: Use the checkboxes to the left of the agent's name to select the agent(s) you want to remove from a Watchlist.
Open the Watchlist Modal: Click the "Manage Watchlists" icon (a folder with a "+" inside) in the top bar of the search table.
Deselect the Watchlist: In the "Add or Remove from Watchlist" modal, uncheck the box next to the Watchlist(s) you want to remove the agent(s) from.
Apply Changes: Click Apply to save your updates.
Removing an agent from a Watchlist from an agent's profile
Navigate to the Agent's Profile: Open the profile of the agent you want to remove from a Watchlist.
Open the Watchlist Modal: In the upper-left corner, click the "Manage Watchlists" icon (a folder with a "+" inside).
Deselect the Watchlist: In the "Add or Remove from Watchlist" modal, uncheck the box next to the Watchlist(s) you want to remove the agent(s) from.
Apply Changes: Click Apply to save your updates.
Removing a Watchlist from your account
If you no longer want a Watchlist in your account, follow these steps:
Navigate to the Watchlist: Open the Watchlist you want to remove.
Open the Options Menu: Click the kabob menu (three vertical dots) next to the Watchlist name.
Remove the Watchlist: The menu will show one of two options, depending on your role:
Delete Watchlist: If you created the Watchlist, selecting this option will permanently delete it for you and all Team Members with access.
Leave Watchlist: If you were added to the Watchlist as a Collaborator, selecting this option will remove you from the Watchlist without affecting access for other Collaborators.
Watchlist FAQ
How many Watchlists can I have?
You can have up to 20 Watchlists
Can an agent be on multiple Watchlists?
Yes, an agent can be part of as many Watchlists as you would like. Simply select the check box next to the Watchlist name in the "Add or remove from Watchlist" modal
Is there a way for me to know if any of my Team Members have an agent on one of their Watchlists?
Yes, you can check the Activity Log on an agent's profile. If the agent is part of a Watchlist, the Team Member's name and the Watchlist name will be displayed.
Can I see all of my Team Members' Watchlists?
No, you cannot view all of your Team Members' Watchlists. The only way to access a Watchlist created by someone else is if they add you as a Collaborator.
How should I set up my Watchlists?
We recommend using Watchlists to organize the agents you're interested in recruiting. Some teams like to do this with time-based Watchlists - for example, you could have your January target list. Some teams like to segment their prospects by territory or by production band. Others may prefer to organize by priority or by likelihood that the prospect joins. Any of these options can work well depending on how you'd like to organize your work!
What's the difference between a Watchlist and a Saved Search?
A Watchlist is static, while a Saved Search is dynamic. For example, if you set up a saved search for agents with $1-$5M in sales volume, that list will refresh as new agents fall into that range. If one agent was in that range yesterday, but closed a new deal today that put her above the max, then she would no longer appear on the list. Watchlists are static, so agents will only be added or removed from the list if you manually add or remove them.
We recommend setting up saved searches for your ideal agent profile, going through those lists, and adding agents you're interested in to Watchlists. Then, you can work off of that Watchlist. Once you've worked through that list, you can go back to the Saved Search and check for new agents who meet your criteria.