Within Salesforce, there are two methods to add records to Monitoring. This can be done by bulk, or on an individual basis from a Salesforce record. For more guidance on this, please view this interactive demonstration, or follow the below steps. 

Please note: Accounts need to be matched to be added to Monitoring

Adding Multiple Records to a Portfolio:

1. Navigate to the Accounts tab at the top of the screen
2. Search for the required Salesforce Accounts or use a pre-defined list of Accounts (e.g. Recently Viewed)
3. Select the accounts to add, you can multi-select Accounts to add several companies to the Portfolio
4. Click the Add Accounts to Portfolio button on the top right of the screen 
5. Select the Portfolio you want to add from the drop-down list 
6. Confirm the notification email address
7. Click the Submit button
8. The import process will now begin. This can take a few minutes to complete 
9. Return to the Monitoring area and select the Portfolio from the drop-down list on the right of the screen
10. Open the Companies tab within the Portfolio 
11. The Companies should now be visible in the Portfolio

Monitoring Accounts from a Salesforce Record:

1. Open the Accounts tab in Salesforce
2. Search for the Account you would like to Monitor
3. From the account record, click Add Account to Portfolio on the top right of the screen
4. Select the portfolio to which the account should be added from the drop-down list 
5. Click Submit
6. Return to Monitoring and open the Portfolio from the drop-down list
7. Click on the Companies tab
8. The Account should now be visible in the Portfolio