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Navigating the Exec Watchlist Tab (New, Accepted, Dismissed)

A guide to the Exec Watchlist tab inside Job Change Alerts - the three sub-tabs, how to filter, and how to navigate alert history by company.

Written by Amogh Balikai

The Exec Watchlist tab inside Job Change Alerts is your central hub for all exec movement intelligence across your account. It shows alerts from every company where a watchlist has been set, by you or anyone else on your team.

How to get there

  1. Go to Job Change Alerts in the left navigation.

  2. Click the Exec Watchlist tab.

The three sub-tabs

Alerts are organized into three tabs based on their status:

  • New (default view) - Alerts that haven't been actioned yet. These are your unreviewed executive movements waiting for a response.

  • Accepted - Alerts where you've either accepted a job change (for in-database contacts) or added the exec to your database (for new contacts). Follow-up actions like Add to Sequence, Find Email, and Find Phone are available here.

  • Dismissed - Alerts you've dismissed. For not-in-database execs, "Add to Database" remains available here if you change your mind.

Filters

All three tabs support the same filters:

  • Company - Multi-select. Filter down to alerts from one or more specific companies.

  • Alert Type - Show only Incoming alerts, only Outgoing alerts, or both.

Sort and pagination

Alerts are sorted by newest first by default. Each tab paginates at 20 alerts per page.

Viewing all alerts for one company

From any Company profile, you can click View All on the Exec Watchlist card to jump straight to the Exec Watchlist tab with the Company filter pre-applied. This gives you the full alert history for that specific company.

For BD Managers and Agency Owners

The Exec Watchlist tab shows all alerts across the entire account, not just your own watchlists. You can use the Company filter to focus on specific target accounts and see which ones have been actioned and which are still pending. No need to chase your team for updates.

Things to know

  • You need JCA access to view the Exec Watchlist tab. If you don't see it, check with your account admin.

  • The Company profile Exec Watchlist card only shows the 3 most recent alerts. Click View All to see the full history.

  • Alerts move between tabs based on the action taken: New → Accepted or Dismissed. Accepted and Dismissed alerts do not move back to New.

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