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Monitoring a Business

Learn how to add businesses to your Customer list in CreditorWatch, including from search results or a credit profile.

Updated over a month ago

Overview

Monitoring a business in CreditorWatch allows you to track entities for important changes to their credit profile. This helps you stay informed and manage risk effectively.

How to Add a Business to Your Customer List

Option 1: From the Dashboard

  1. Enter the business name, ABN or ACN in the search bar, then click Search.

  2. Review the search results and select the correct business.

  3. Click Monitor.

Option 2: From a Credit Report

  1. Open the business’s credit report.

  2. Click monitor for changes to add to your customer list

Option 3: Customer List

  1. Click on Customer list.

  2. Select Add & remove customers.

  3. Click Add customers.

  4. Select the method you prefer to use.

  5. Choose the customers you want to remove.

Where to Find Your Monitored Businesses

Once added, all monitored businesses appear in your Customer List within the dashboard. From here, you can view, manage and remove entities as required.

Watch a Demonstration

For a full walkthrough, watch the webinar below:

  • If you reach your monitoring limit, you will need to upgrade your plan before adding more businesses.

Need Additional Help?

If you need assistance with monitoring businesses, click here to contact our Support Team.

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