Have you a handful of Companies or Contacts that you need to keep tabs on? Or perhaps you have some strategic clients you need to nurture over the coming quarter. With Watchlist in Relata Explore, you can keep track of who matters most to you with ease.
Visit the ‘Watchlist’ section to view your Watchlist.
You can easily add or remove Contacts and Companies to your Watchlist by clicking 'Add watchlist item' in the upper left corner.
You can also select which metrics are shown on your watchlist. Perhaps you want to see when you, or a Colleague, last interacted with a key Contact. Or you may want to see your relationship score with your top clients. With Watchlist in Relata Explore, you can track what matters to you.