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Watching Records

Typically users want to be able to identify those records within Workbooks for which they are responsible (either permanently or temporarily as part of a business process).  This can be achieved using the Assigned to field.  Any records assigned to a specific user will appear in that user's 'My' view on the relevant Landing Page

In addition, there may be some records that aren't assigned to you but that you want to 'track' and identify easily.  Activating the Watch functionality on such a record will add that record to your 'My' view on the relevant Landing Page.

For example, a Sales Manager might want to Watch an Opportunity that's assigned to a member of their team and have it appear in their 'My Opportunities' view, which they can achieve by activating Watch watch_icon.  Similarly, you can stop watching a record, which will remove it from the 'My' view.

Related content

Covers what Records are, the different field types available within them and how they are used.

It is possible to provide a url to other users that will take them directly to a particular record within Workbooks, to save them from having to search for it

What Landing Pages are, what you can do within them and how to modify the display/results to display only the information you want to see.