Add companies you're interested in to your Watch List for easy referencing!
Your Watch List is accessible from the main sidebar navigation:
Read on to get started:
- Adding Companies to Your Watch List
- Removing Companies from Your Watch List
- Tracking Changes on Your Watch List
- Exporting Your Watch List
Adding Companies to Your Watch List
You can easily add a company to your Watch List by clicking on the "star" icon at the top of the company's report in the web app or the Assistant extension
In the Web App:
In the Assistant
Removing Companies From Your Watch List
You can remove a company from your Smart List at any time by:
Clicking on the star icon again on a Company Report
Navigating to your Watch List and clicking the 'X' next to the company you'd like to remove
Tracking Changes on Your Watch List
You can subscribe to Watch List Alerts to track product installations and removals at your watched companies! See our article How to Track Competitors & Be Alerted to Changes for more detail.
Exporting Your Watch ListYou can export your Watch List, generating an Excel file with the Intricately cloud data for all the companies you're currently watching.
Click EXPORT DATA to initiate the export.
This will open a confirmation modal where you can set your export settings. You can choose to:
- Export all available columns: export your list with all the Intricately data fields you have access to
- Export only the columns I have selected: export only the columns you're currently displaying in the table
Once you've confirmed your preferred selection, click EXPORT to initiate the export.
We'll generate your report, consuming Export Credits equal to the number of companies in your Watch List. Once the report is complete, we'll notify you via email & via the Export Manager. You can click the DOWNLOAD links in the email or the export manager to access your file.
Please sign in to leave a comment.