Toggling Between All Accounts and the Watchlist

You can use the Watchlist Toggle to configure the Producer Portal to show either all accounts or only watched accounts. This control affects the content of the dashboard page, the Accounts Health page, and the health charts on the Producer Portal home page.

To show all accounts

On the Customer Growth Dashboard, click All Accounts.

The Customer Growth components include data for all accounts.

To show Watchlist accounts

On the Customer Growth Dashboard, click Watchlist.

The Customer Growth components include data only for watched accounts.

To learn more about the Watchilst feature, see Watched and Unwatched Accounts.