1. Log In to Salesforce
➡ Access your Salesforce org with the appropriate credentials.
2. Navigate to the Source Record
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Go to the detail page of the record (e.g., Account, Contact)
3. Click “Add to Monitoring List”
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Locate and click the Add to Monitoring List button.
4. Select Member Type and Monitor List
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Choose Person or Entity(Business) based on if you want to add a person or a business.
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Select an Existing Monitor List
5. Click Add Members
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The selected record is added to the chosen monitor list.
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