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How to leverage Watchlist in the Prioritize space
How to leverage Watchlist in the Prioritize space

Learn how to keep an eye on important deals with your watchlist

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

What is your Watchlist?

We’ve been there. It’s overwhelming. You have 30, 40, or even 50 deals in your pipeline. How do you what is important for you? The signal-to-noise ratio is impossibly high.

And let’s not talk about pipeline tables. They’re too details and don’t really cut it. Pod gives you the tools to keep track of the most important opportunities in your pipeline.

Whether it’s because you’re excited about the deal, that it’s a strategic deal for the company, or you just like the company, add a deal to your Watchlist.

How to use your Watchlist?

Navigate to your Watchlist

  1. From the Atlas home page, click on the Prioritize **panel

  2. If you click on the third tab at the top (named “ Watchlist”), you will find a list of watchlist opportunities.

How do you update your Watchlist?

There are a few ways you can manage the deals on your watchlist.

  1. Directly in the Prioritize space by clicking on the bookmark icon next to any deal to include (or remove) any deal from your watchlist.

  2. When opening up the details of a record in the pipeline view, you can click on the same bookmark icon to include (or remove) a deal from your watchlist

Actions you can take on your Watchlist

  1. Click on a deal card and review the details of the deal: deal name, account name, close date, deal stage, and amount of the opportunity.

  2. Update the signals of your deal to reflect its current state (Leverage your Deal Signals for more details)

  3. Review where it sits in your pipeline matrix (Update your Deal Matrix for more details) to make the best next actions

  4. Mark a deal on your Watchlist to keep an eye out for it

  5. Investigate a deal further with the Jump to button - allowing you to access the details, opportunity timeline, and much more.

When does the Watchlist help?

Your watchlist is a way to keep an eye our for your most important deals.

  • Sellers in Pod review deals in their Watchlist every morning to make sure anything important is happening on their deals.

  • You can also carve out time at the end of the week (a great way to wrap up the week!) to update your watchlist.

  • Review your watchlist ahead of a pipeline review to be ready to tackle any questions your manager could have for you.


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