Context
In Demandbase, unused account, person, and opportunity lists are automatically archived. Auto-archiving lists allows you to streamline list organization, reduce user confusion, and enhance marketing and sales efficiency.
You can unarchive lists at any time. When you unarchive a list, Demandbase dynamically populates all historical data.
By default, lists are automatically archived if they meet the following requirements:
- List hasn’t been accessed in the last six months.
- List is part of an expired ad campaign that hasn't been reactivated in the last six months.
Important: You can adjust the auto-archive timeframe in the Company Settings page. See Steps: Edit the Default Auto-Archive Timeframe.
Demandbase uses at the following fields to auto-archive lists:
Field | Description |
Last Accessed Date |
Last date the list was viewed or used by a user, or queried by Demandbase. Lists are queried by Demandbase in the following features:
|
Ad Campaign Expiration Date |
Date the ad campaign expired. |
Important: Lists generated by Demandbase can’t be archived. See Reference: Demandbase System Account Lists.
Prerequisites/Preparation
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Steps: Edit the Default Auto-Archive Timeframe
- From the left navigation bar, go to Settings > Company Settings.
- Scroll down to the Auto-Archiving Lists section.
- Click the timeframe drop-down and choose the desired expiration timeframe.
Steps: Unarchive Lists
- From the left navigation bar, go to Database > Account Lists, Person Lists, or Opportunity Lists.
- Click the top right three dots and click Archived Lists.
- Select the checkboxes next to the lists you want to unarchive.
- Click Activate.
- In the confirmation pop-up, select the checkbox next to the list and click Activate.