Star the most critical 20 of your 100 customers, handling them in a dedicated channel with priority reminders and an exclusive board to visualize progress — so the important people and tasks aren't drowned out by daily noise.
20% of customers drive 80% of revenue — give them their own dedicated workspace
Star buttons on both the customer list and detail page let you watch / unwatch in one click, with zero extra steps
A standalone "My Watchlist" entry in the sidebar opens straight to watched customers — no filtering from the full list needed
Overdue follow-ups for watched customers are pinned red at high priority, with upgraded mobile push levels, so nothing slips
Watched customers get their own board, advanced by stage drag-and-drop, so VIP progress is grasped in one screen
Watched customers default to a higher follow-up frequency (7 days vs 30 days), with tighter due reminders
A follow-up weekly report for watched customers is auto-generated every Sunday, handy for reporting to a manager or self-review
Once a rep has many customers, the biggest fear is "the important ones getting ignored." My Watchlist gives reps a dedicated channel for the "hand-picked 20%," focusing energy on the customers that deliver results.
Huawei · Annual Deal
Ruida · Line Upgrade
Sinopec · Managed Ops
Yunqi · SaaS Renewal
Watched customers get their own board, displayed in columns by current opportunity stage / customer tier / next follow-up time. The first thing to do each day is check the VIP board, with key targets clearly in mind.
Among 80 customers, focus on 15 A-grade ones; once watched, they enter the dedicated board for daily progression.
Watch the company's Top 20 key customers, see progress across teams, and provide executive support at the right moment.
At quarter-end, watch all high-potential customers in the negotiation stage, concentrating firepower to close within 14 days.
Watch newly signed customers for the first 90 days as the "customer success critical period," ensuring the rollout is well served.
Watched customers all come from the My Customers list — they're a subset
Watched customers' opportunities auto-sync to the priority column in My Opportunities
Follow-up activities for watched customers get elevated priority
Dedicated analysis of watched customers' revenue share and conversion funnel
Give your most important customers a dedicated channel and make 80% of revenue traceable