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

Folders help you organize and manage account, person, and opportunity lists in Demandbase. You can create top-level folders and sub-folders for each list type.

Folders can contain both lists and sub-folders, with up to four levels of sub-folders within each top-level folder.

Tip: You can add the same list to multiple folders. Adding a list to a folder creates an association, similar to a label, rather than moving the list.

Important Considerations

• Public access: All folders are public. Any Demandbase user can edit, move, or delete folders. Private folders are not supported.
• Folder deletion: Deleting a folder permanently deletes all its sub-folders but does not delete the lists they contain.
• List access: Lists remain available on the Lists tab after their folders are deleted.
• Recovery: Deleted folders cannot be recovered.
• Change history: Folder changes are not tracked in a change history.

Create a Top-Level Folder

1. From the left navigation bar, go to Database > [Object] Lists.
2. Click the Folders tab.
3. Click Create New.
4. Enter a folder name and click Create folder.

Create a Sub-Folder

1. From the left navigation bar, go to Database > [Object] Lists.
2. Click the Folders tab.
3. In the table, click the folder where you want to create a sub-folder.
4. Click Create New > Create Folder.
5. Enter a sub-folder name and click Create folder.
   Tip: You can create up to four levels of sub-folders within a top-level folder.

Add Lists to a Folder from the Lists Tab

1. From the left navigation bar, go to Database > [Object] Lists.
2. On the Lists tab, select the checkboxes for the lists you want to add.
3. Click Take action > Add to folder.
4. In the window that opens, do one of the following:
   • Existing folder: Select a top-level folder or sub-folder from the drop-down list and click Add.
   • New folder: Click create a new folder, enter a folder name, and click Create folder.
     

Add Lists to a Folder from the Folders Tab

1. From the left navigation bar, go to Database > [Object] Lists.
2. Click the Folders tab.
3. Navigate to the folder where you want to add lists.
4. Click Create New > Add [Object] List.
5. Select the checkboxes for the lists you want to add and click Add Lists.
   Tip: Use the filters or search icon to find lists.

Manage a Folder

1. From the left navigation bar, go to Database > [Object] Lists.
2. Click the Folders tab.
   Tip: Use the Owner or Favorite filters, or the search icon, to find folders.
3. Hover over the folder name and click the gear icon.
4. Select one of the following options:
   • Rename: Update the folder name.
   • Move: Move the folder, including its sub-folders and associated lists, to another folder.
   • Delete: Permanently delete the folder and its sub-folders.
     Important: Deleting a folder does not delete its associated lists. You can still access them from the Lists tab.

Manage Multiple Folders

1. From the left navigation bar, go to Database > [Object] Lists.
2. Click the Folders tab.
   Tip: Use the Owner or Favorite filters, or the search icon, to find folders.
3. Select the checkboxes for the folders you want to manage.
4. Click Take action and select one of the following options:
   • Make Favorite: Add the folders as a favorite.
     Tip: Demandbase automatically marks newly created folders as favorites.
   • Unfavorite: Remove the folders as a favorite.
   • Move to folder: Move the selected folders, including their sub-folders and associated lists, to another folder.
     Tip: When moving a sub-folder, you can select its nested sub-folders and lists to move them together.
   • Delete: Permanently delete folders and their sub-folders.
     Important: Deleting folders does not delete their associated lists. You can still access them from the Lists tab.