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Add a Primary Contact to an Account

TBA

Manage the Accounts Watch List

1. Navigate to Accounts. From the List View, open the drop-down and scroll until you see the Watch List (Accounts) (screenshot 5)

2. Review the Accounts which are currently on the Watch List

3. To add a new or existing account to the watch list, add one of the Watch List options (e.g. ‘Watch List (Payment)' to the 'Company Type' field and select the 'Account Source’ (EU Sanction or US Sanction)

NOTE: The Watch List options are the following:

• Watch List (Payment) can refer to Contacts that currently have a Payment Issue

• Watch List (Visa Sanc) can refer to Contacts that currently have Visa travel sanctions placed under them

• Watch List (Econ Sanc) can refer to Contacts that currently have an Economic sanction placed under them

• Watch List (Fastjet Restr) can refer to Contacts that have flight restrictions with Fastjet

(New Watch List reasons can be added by contacting @ NuvolOps Support via Chatter)

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