Create a watchlist and add companies
Keep a client or supplier list together, then choose how you want to receive updates.
Monitoring · 2 min read
Quick steps
- Open Watchlists → Create watchlist.
- Name the list, then choose Add companies.
- Check the company number before adding.
- Choose Set up alerts if you want notifications.
Create your list
Open Watchlists and choose Create watchlist. Give it a useful name, such as Clients or Suppliers. In a team, check the selected account first: personal and shared team lists are separate.
Add companies
Open the watchlist and choose Add companies. Search by name or company number, check the result and add it. You can keep searching to add more. From a company profile, use Add to watchlist instead. Paid plans can use Import companies for a longer list.
Monitoring and notifications
Companies in your watchlists are monitored within the selected account’s allowance. A company counts once even when it appears in several lists. Adding it starts coverage from the available starting record; it does not send old changes. Choose Set up alerts and save the delivery you want. Saving a company on its own does not create an alert.
Remove or reorganise companies
Removing a company from one list leaves it in other lists. It may still be monitored through another list or a company alert. Deleting a watchlist also deletes alerts that target that list; direct company alerts remain. If you reach your allowance, remove unused items or review your plan before adding more.
Add companies to a watchlist · Anonymised example
Add companies
Example client list
Company name or number
Example Trading
Results from the public company register.
EXAMPLE TRADING LIMITED
01234567 · Example location · Active
Add companyYou can add more companies without closing this dialog. Companies already in this watchlist show In this watchlist.
Related help
Bring a CSV, Excel file or spreadsheet column into a watchlist and review every match before adding.
Monitoring
Choose which recorded changes you receive, where they arrive and how often email is sent.
Monitoring
