Distribute Watchlists

If you’re a Demandbase One for Sales admin, you can distribute new and existing watchlists to other users. The number of watchlists that you can distribute depends on your license type. See Understanding Watchlists.

Prerequisites

You must have admin privileges in Demandbase One for Sales.

Steps

1. In the Demandbase One for Sales iFrame in Salesforce, click the three lines at the top right and select Account Admin.
   
2. From the left navigation bar, go to Admin Settings > Distribute Watchlists, and click Add Watchlist.
   Tip: To distribute an existing watchlist, hover over the Send Watchlist column, and click Send to more users.
3. Enter a Watchlist Name.
4. Select one of the following options from the Account Criteria drop-down list:
   • Account <User> owns: Add accounts owned by a user to the watchlist.
   • Open opportunities <User> owns: Add all open opportunities owned by a user to the watchlist.
   • Custom Criteria: Use Salesforce fields to create a customized watchlist.
     Important: Watchlists can have up to 200 companies.
5. Click Next | Select Users.
   
6. Select one of the following options for distributing the watchlist to users:
   • Send Watchlist to all new and existing users: Distribute the watchlist to all users.
   • Send Watchlist to specific users: Search for specific users.
     Tip: To add users, search for them, hover over the Send Watchlist column next to their name, and click Send Watchlist.
7. Click Done.