> ## Documentation Index
> Fetch the complete documentation index at: https://docs.b2bsignals.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Watchlists

> Follow companies and people you already know, and hear when they hire, raise money, post or change jobs.

A watchlist follows companies and people you already know. We tell you when they hire, raise money, post or change jobs.

Use a watchlist when you know who you want to reach. Use [Radar](https://docs.b2bsignals.ai/sources/radar.md) when you want new people found for you.

## Who can use watchlists

Watchlists aren't part of the Free plan. If your plan doesn't include them, **Sources** says "Watchlists aren't part of your plan." with a **See plans** link.

Each company you watch counts toward your plan, across all your watchlists. Rows that didn't match aren't watched and don't count.

| Plan | Companies you can watch | People you can watch |
| - | - | - |
| Software | 2,000 | 2,000 |
| Older Starter plan | 500 | 500 |
| Older Growth plan | 2,000 | 2,000 |

If a request would go over your limit, we refuse the whole request and tell you how many slots are left. Remove companies from a watchlist or upgrade your plan to add more. See [Plans](https://docs.b2bsignals.ai/getting-started/plans.md).

## Create a watchlist

Creating a watchlist sends nothing to anyone.

**1. Start**

Open **Sources**, press **Add a source**, then **Watchlist**. Give it a name.

**2. Add companies or people**

Pick one way in. See the table below. Nothing is watched until you confirm.

**3. Confirm matches**

We match each line. You can continue now and fix the rest later from the watchlist.

**4. Choose what to watch for**

Untick anything you don't care about. If you have a Radar, we pick these from your brief.

![New watchlist step 3 with Job changes, Hiring, Funding, Posts and News ticked, and Create watchlist on the right](https://mintcdn.com/b2-b-signals-llc/u5yYe4FZtFc5vtD_/images/sources/watchlist-what-to-watch.png?fit=max\&auto=format\&n=u5yYe4FZtFc5vtD_\&q=85\&s=3840017293afcfc8cb07bf6d1e6860cd)

Step 3 of 3: tick the moments that count as news for these companies.

**5. Create it**

Press **Create watchlist**, then **Open the watchlist**. The first check runs on its own.

| Way in | What it takes | Limits |
| - | - | - |
| **Paste** | Names, websites or LinkedIn links, one company or person per line | Up to 500 at a time. The rest can go in a second watchlist |
| **Upload a CSV** | A row needs a person's LinkedIn link, or a name and company, or a company name or website | 5 MB. We use the first 500 rows |
| **From my network** | Your LinkedIn connections | You must connect your own LinkedIn account first. See [Connect LinkedIn](https://docs.b2bsignals.ai/settings/connect-linkedin.md) |

People without a profile link aren't watched.

## What it can watch for

| Signal | What it covers |
| - | - |
| **Job changes** | A watched person moves, or a new head of sales joins |
| **Hiring** | New roles posted. Choose **Only sales roles**, **Sales and marketing roles** or **Any role** |
| **Funding** | New rounds and acquisitions |
| **Posts** | Watched people and their companies post on LinkedIn |
| **News** | New offices, new markets, leadership news |

Under **More options**, **How often we check** is **Every week** by default. **Every month** uses less of your plan.

To change this later, press **Edit what we watch** on the watchlist. Changes apply from the next check.

## Read a watchlist

A watchlist has three tabs: **Events**, **Companies** and **People**.

**Events** lists what happened. Each event is tagged **Worth a message** or **Good to know**.

| On an event | What it does |
| - | - |
| **Add to People** | Adds a watched person to People |
| **Find the right person** | Looks for the person who decides at that company. We never add a company without a person |

**Quiet is normal.** Most weeks most companies have no news. If you see **No events yet**, either nothing has happened or the first check hasn't run.

**Companies** shows each company, the people we track there and the latest news. From a company's menu, **See its events** filters to that company and **Stop watching** removes it. **Known from your people** lists companies where people you watch work, so you can press **Watch** to follow them too.

**People** shows who you're watching. To add more, paste their LinkedIn page, a comma and their full name, one person per line.

The latest state in the watchlist list means:

| Label | What it means |
| - | - |
| **Checking now** | A check is running |
| **New today** / **New this week** | Something new was found |
| **Quiet this week** | We checked and found nothing new |
| **Not checked yet** | The first check hasn't run |
| **Paused** | Nothing is checked until you resume it |

## Check now

Open the **⋯** menu and press **Check now**. The dialog shows about how many checks it takes and how long. Checks are included in your plan. You can check only some signals.

If it was checked recently, most companies won't have news yet.

You can't check a paused watchlist, or one with nothing in it. The dialog tells you which.

## Fix rows that didn't match

Open the **⋯** menu and press **Fix unmatched rows**. A website alone often can't be matched, so add the company name with it, or paste a LinkedIn page.

## Settings

Open the **⋯** menu and press **Settings**. Only the workspace owner or an admin can change this.

| Setting | What it does |
| - | - |
| **New people go to the list** | Where people from this watchlist go. By default, this watchlist's own list |
| **Review new people before campaigns** | When on, they wait in **To review** until you mark them **Good fit**. Off by default |
| **How often we check** | **Every week** or **Every month** |

## How people reach a campaign

> [!WARNING]
>
> Watchlists behave differently from Radar. A person who lands on a watchlist's list joins any live campaign that runs on that list and takes new people, without you marking them, unless review is on for that watchlist. Check this before you connect a campaign to a watchlist's list.

With review on, they wait in **To review** and join only after you mark them **Good fit**.

The built-in watchlists "People who accepted your invites" and "From your network" don't put people into campaigns this way.

## Pause or delete

Open the **⋯** menu and press **Pause watchlist**. Nothing is checked until you press **Resume watchlist**. Pausing Radar doesn't pause watchlists.

**Delete…** asks you to type the name. We stop checking it and remove its companies, people and event history. People it already found stay in People. Deleting can't be undone.

The built-in watchlists can't be paused or deleted.

## Weekly recap

From the **⋯** menu, **Weekly recap** turns on an email on Mondays that covers your sources, watchlists and campaigns.

> [card] [Radar](https://docs.b2bsignals.ai/sources/radar.md)
>
> Have new people found for you.

> [card] [Review people](https://docs.b2bsignals.ai/people/review.md)
>
> Decide who is a Good fit.

> [card] [Add people to a campaign](https://docs.b2bsignals.ai/campaigns/add-people.md)
>
> How people join campaigns.

> [card] [Notifications](https://docs.b2bsignals.ai/settings/notifications.md)
>
> Choose what we email you.


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