Manage Buying Group Members

Context

Demandbase recommends contacts at your 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.

To manage buying group members, you can:

• Confirm or edit groups and roles for recommended contacts
• Add contacts not recommended as buying group members
• Dismiss irrelevant recommended groups and roles for contacts
• Edit groups and roles for confirmed buying group members
• View and add back dismissed recommendations

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

Prerequisites/Preparation

You must define buying groups and buying group personas.

You must complete your Qualification Score setup before Demandbase can identify buying groups at your accounts and recommend buying group members. Demandbase can only identify buying groups and recommend buying group members for accounts with Qualification Scores greater than 50.  

You must have the Demandbase ABX and Sales Intelligence licenses. 

Steps: Confirm or Edit Recommended Groups and Roles

1. Do one of the following:
   • 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.
   • Go to the People tab for an account and select the Buying Group sub-tab, if necessary.
2. Hover over a recommended buying group member and click the icon that appears to add the contact to a buying group.
   
3. If the contact had multiple recommendations, select the recommendations to confirm in the window that opens. You can also select different groups and roles, exclude a recommendation, or dismiss a recommendation.
   
   Tips:
   • The recommended groups and roles for a contact are denoted by a star.
   • Excluded recommendations can be added later by clicking the icon to add the contact to a buying group. Dismissed recommendations can be viewed and added back from the People tab.
4. Click Confirm.

Steps: Add Non-Recommended Contacts

1. Go to the People tab for an account and select the Current sub-tab.
2. Hover over a contact and click the icon that appears to add the contact to a buying group.
   
3. In the window that opens, select the group and role for the contact.
   Tip: Click + Add additional Buying Group & Role to add the contact to a second buying group.
   
4. Click Confirm.

Steps: Dismiss Irrelevant Groups and Roles

1. Do one of the following:
   • 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.
   • Go to the People tab for an account and select the Buying Group sub-tab, if necessary
2. 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.

Steps: Edit Confirmed Buying Group Members

1. Do one of the following:
   • 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.
   • Go to the People tab for an account and select the Buying Group sub-tab, if necessary.
2. Hover over a recommended or confirmed buying group member, click the three dots that appear, and select Edit buying group or role.
   
3. 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.
   
4. Click Confirm.

Steps: View and Add Back Dismissed Recommendations

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