How should I organise my Watchlists?

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When you start with Artesian, you will have three default watch lists: Customers, Prospects and Competitors.

You may wish to organise your portfolio of accounts in ways that make better sense to you, such as the following:

 

Buying Stage

You may like to organise your followed companies by where they are in their buying journey. This might mean a list of 'Hot Prospects', 'Accounts to Nurture' or 'Win Backs'.

Industry

You may have a number of sectors within your patch, so it could be useful to have separate Watchlists for each industry, for example 'Manufacturing' or 'Retailers'.

Geography

If you have customers in numerous locations, you may wish to organise your followed companies using different Watchlists for each region.

Large Accounts

For larger companies which are frequently in the news, you could consider placing them in a separate, highly filtered (through use of Topic Filters) Watchlist to only alert you to specific business events.

Get Creative

As a professional seller, you will have a natural way to organise your accounts so that you can control the insights you receive and give them the focus they need. Experiment with Watchlists and organise your customers and prospects in a way that gives you the best possible results.

 

For further information on creating new Watchlists, please take a look at this article:

Create a New Watchlist

 

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