Watchlists

Watchlists let you monitor selected contact segments together in a single live table. Pick the segments you care about — new complaints, VIP customers, overdue follow-ups, sales leads — and every matching contact appears in one list, tagged with the segment it came from.

Contacts appear or disappear automatically whenever they start or stop matching a segment's rules.

Opening Watchlists

Go to Contacts in the left sidebar.
Click Watchlists.

You'll see a toolbar with a segment picker and a single table beneath it.

Choosing which segments to watch

Use the segment picker at the top left to choose which segments are folded into the table. It's a multiselect:

Select one segment to watch it on its own.
Select several to watch them side by side in the same list.
Use Select all or Clear inside the picker to switch quickly.

The table updates as soon as you change the selection, and your choice is remembered.

How the table works

Every selected segment's contacts are listed together in one table.
The Segment column shows which segment each contact matched, so a mixed list stays easy to read.
A contact that matches more than one selected segment appears once for each — one row per segment — so you can see every list it belongs to.
The count badge in the header shows how many contacts are in view across all selected segments.

Watchlists are not pipeline stages. You cannot move a contact between segments to change its membership. Edit the underlying segment rules when you want to change which contacts appear.

You can change a contact's lifecycle stage in place from the Stage column, and contacts active in the last minute are highlighted so new activity is easy to spot. Click a row to open the Contact Details drawer, or use the row's actions menu to open details or copy a contact's information.

Searching

Use the search box to filter across all selected segments at once. The header shows how many contacts match, and the table lists them. Clear the search to return to the full view.

Live mode

When Live is on, the table refreshes periodically, shows how many contacts are active right now, and may play a subtle chime when a new matching contact arrives.
When Live is off, the view stays static until you refresh it or change a selection.

Sorting and display

Use the Recent / Created toggle to sort by the most recent session activity or by when each contact was created.
Use Display Options to choose whether rows show:
- Email
- Phone
- Custom fields
- Last interaction
- Labels

Cloodot remembers your selected segments, your sort order, and your display settings.

Segments: Define who appears in a watchlist
All Contacts: Search and manage every contact
Contacts Overview: Understand the available contact views