You can add a company to Creditsafe Monitoring in two different ways. Both methods achieve the same result.

Method 1 — Using the Actions Menu

1. Open the Company record in HubSpot.
2. Click Actions on the Creditsafe panel.
3. Select “Add to Portfolio” (this enables monitoring).

Once added, the company will appear under your Credit Safe Monitoring tab.

 Method 2 — Via Company Properties

1. Open the Company record.
2. Click View All Properties.
3. Search for the property “Monitoring”.
4. Set the value to Yes.

Setting Monitoring = Yes automatically adds the company to the monitored portfolio.

What Happens After You Add Monitoring

When monitoring is enabled, HubSpot will display:

• Monitoring Rule (e.g., credit score change, limit change)
• Event Date for each triggered alert

These will show under the Creditsafe Monitoring view.

To Remove a Company From Monitoring

1. Open the company
2. Set Monitoring = No or
3. Select Actions → Remove from Portfolio