Manage Auto-Archived Account, People, and Opportunity Lists

In Demandbase, inactive 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.

TIp: You can unarchive lists at any time. When you unarchive a list, Demandbase dynamically populates all historical data.

When Lists Are Automatically Archived

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.

Demandbase looks at the following fields to auto-archive lists:

Important: You can adjust the auto-archive timeframe in the Company Settings page. See Edit the Default Auto-Archive Timeframe.

Lists Excluded from Auto-Archiving

Lists used in the following features are not automatically archived:

• Advertising campaigns
• Reports
• Subscriptions
• Predictive modeling
• Selectors (Member of List) 
• Account List Dashboard
• Orchestration 
• Personalization
• Lists generated by Demandbase. See Demandbase System Account Lists.

Prerequisites

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

1. From the left navigation bar, go to Settings > Company Settings.
2. Scroll down to the Auto-Archiving Lists section.
3. From the drop-down, select the desired expiration timeframe.
   

Steps: Unarchive Lists

1. From the left navigation bar, go to Database > Account Lists, Person Lists, or Opportunity Lists.
2. Click the three dots at the top right > Archived Lists.
   
3. Select the checkboxes for the lists you want to unarchive.
4. Click Activate.
   
5. Select the activate list checkbox and click Activate.