Create and Manage Folders for Account, Person, and Opportunity Lists

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Context

Folders help you group and manage your organization’s account, person, and opportunity lists. From the Account Lists, Person Lists, and Opportunity Lists pages, you can create top-level folders and sub-folders for grouping each list type.

For example, from the Account Lists page, you can go to the Folders tab and click Create New to create a top-level folder for your account lists.

Account List Folders.png

You can create up to four levels of sub-folders within each top-level folder. Folders can include both sub-folders and lists.

When you add a list to a folder, you associate the list with the folder, similar to a label. This allows for the same list to be added to multiple folders and for folders to be deleted without affecting the lists in the folders.

After you create folders, you can rename, favorite, or delete them. You can also move folders and the list they contain to other folders.

Important:

  • All folders you create are public and can be edited, moved, or deleted by other Demandbase users. You currently cannot make folders private.
  • Deleting a folder that contains lists doesn’t delete the lists, it removes the association between the folder and lists. To view all of your organization’s lists, go to the Lists tab on the Account Lists, Person Lists, or Opportunity Lists pages.
  • Deleting a folder also deletes all sub-folders. 
  • Deleted folders cannot be recovered.
  • There is currently no change history available for folders.

Steps: Create a Top-Level Folder

  1. From the left navigation bar, go to Database N.png Database > Account Lists, Person Lists, or Opportunity Lists.
  2. Click the Folders tab and click Create New.
    Create Top Level Folder.png
  3. In the window that opens, enter a folder name and click Create folder.

Steps: Create a Sub-Folder

  1. From the left navigation bar, go to Database N.png Database > Account Lists, Person Lists, or Opportunity Lists.
  2. Click the Folders tab.
  3. In the table, navigate to the folder where you want to create a sub-folder.
    Tip: You can create up to four levels of sub-folders.
  4. Click Create New and select Create Folder.
    Create Nested Folder.png
  5. In the window that opens, enter a folder name and click Create folder.

Steps: Add Lists to a Folder from the Lists Tab

  1. From the left navigation bar, go to Database N.png Database > Account Lists, Person Lists, or Opportunity Lists.
  2. In the table on the Lists tab, select the checkboxes for the lists to add to a folder.
  3. Click Take action and select Add to folder.
    Add to Folder Lists Tab.png
  4. In the window that opens, do one of the following:
    • To add the lists to an existing top-level folder or sub-folder, select the folder from the drop-down list and click Add.
    • To add the lists to a new top-level folder, click create a new folder, enter a folder name in the window that opens, and click Create folder.
      Add to Folder Window.png

Steps: Add Lists to a Folder from the Folders Tab

  1. From the left navigation bar, go to Database N.png Database > Account Lists, Person Lists, or Opportunity Lists.
  2. Click the Folders tab.
  3. In the table, navigate to the folder where you want to add lists.
  4. Click Create New and select an option to add lists. For example, for account lists, select Add Account List.
    Add List Folders Tab.png
  5. In the window that opens, select the checkboxes for the lists to add and click Add Lists.
    Tip: Use the filters or click the magnifying glass at the top of the window to find lists more quickly.
    Add List Folders Tab Window.png

Steps: Manage a Folder

  1. From the left navigation bar, go to Database N.png Database > Account Lists, Person Lists, or Opportunity Lists.
  2. Click the Folders tab.
    Tip: To find a folder, use the Owner or Favorite filters at the top of the page or click the magnifying glass to search.
  3. Hover over the folder name, click the gear icon that appears, and select one of the following options:
    • Rename: Select to enter an updated folder name.
    • Move: Select to move the folder and included lists to another folder.
    • Delete: Select to delete the folder.
      Important: Deleting a folder also permanently deletes all sub-folders, but doesn’t delete the lists in the folders or sub-folders.
      Manage Folder.png

Steps: Manage Multiple Folders

  1. From the left navigation bar, go to Database N.png Database > Account Lists, Person Lists, or Opportunity Lists.
  2. Click the Folders tab.
    Tip: To find folders, use the Owner or Favorite filters at the top of the page or click the magnifying glass to search.
  3. Select the checkboxes for the folders you want to manage, click Take action, and select one of the following options:
    • Make Favorite: Select to add the folders as a favorite.
      Tip: By default, Demandbase adds folders you create as favorites.
    • Unfavorite: Select to remove the folders as a favorite.
    • Move to folder: Select to move the folder and included lists to another folder.
      Tip: If you’re moving a sub-folder that contains other sub-folders and lists, you can select both to move at the same time.
    • Delete: Select to delete the folders.
      Important: Deleting folders also permanently deletes all sub-folders, but doesn’t delete the lists in the folders or sub-folders.
      Manage Multiple Folders.png

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