Manage Buying Group Members

Demandbase recommends contacts at known accounts as buying group members based on the buying groups and buying group personas you set up. Each recommendation includes one or more buying groups and buying roles that can be associated with the contact.

You can manage buying group members by:

• Confirming or updating recommended buying groups and roles.
• Adding contacts that Demandbase did not recommend.
• Dismissing irrelevant recommendations.
• Editing confirmed buying group members.
• Restoring dismissed recommendations.

Tip: You can also manage buying group members in the same areas of the CRM iFrame.

Prerequisites for Managing Buying Group Members

• You must define buying groups and buying group personas.
• You must complete your Qualification Score setup so Demandbase can identify buying groups at your accounts and recommend buying group members. 
• You must have the Demandbase One for Marketing and Demandbase One for Sales licenses.

Confirm a Recommended Buying Group Member

1. Log in to Demandbase One for Sales. From the left navigation bar, go to List Build Icon.
2. Go to People tab.
3. Go to Filters > People > Buying Member Status and select Recommended buying members.
4. From the table, click on a person record.
5. Click the three dots and click Add to Buying Group.

6. Select the buying group and role. You can also:

   • Select different buying groups or roles.
   • Exclude a recommendation.
   • Dismiss a recommendation.
   • Confirm additional buying groups.
     
     Tip: A star identifies the buying groups and roles recommended by Demandbase.
7. Click Confirm.

Add a Contact as a Buying Group Member

1. Log in to Demandbase One for Sales.
2. Open a person record.
3. Click the three dots and click Add to Buying Group.

4. Select the buying group and role. You can also confirm additional buying groups.
   

5. Click Confirm.

Dismiss Irrelevant Groups and Roles

1. Log in to Demandbase One for Sales.
2. Go to the Account tab for an account and scroll down to the Top People section.
3. Hover over a recommended or confirmed buying group member, click the three dots that appear, and select Dismiss all recommendations.
   Tips:
   • This option is only available if the contact has recommendations that haven’t been confirmed.
   • You can view and re-add dismissed recommendations from the People tab.

Edit Confirmed Buying Group Members

1. Log in to Demandbase One for Sales.
2. Go to the Account tab for an account and scroll down to the Top People section.
   Tip: Ensure Buying Group is selected from the drop-down list.
3. Hover over a recommended or confirmed buying group member, click the three dots that appear, and select Edit buying group or role.
4. In the window that opens, edit the groups and roles for the contact. You can remove the contact from the associated groups and roles, select different groups and roles, or add an additional group and role.
   
5. Click Confirm.

View and Add Back Dismissed Recommendations

1. Log in to Demandbase One for Sales.
2. Go to the People tab for an account and select the Buying Group sub-tab, if necessary.
3. In the left People filter section, click View Dismissed under Buying group members.
   Important: View Dismissed only appears if you previously dismissed recommendation.
   
4. In the window that opens, hover over the contact that you want to add back, and click the icon that appears to add the contact to a buying group.
   
5. In the window that opens, select the role for the relevant buying groups to add the contact.
6. Click Confirm.