Manage Filters

  • Updated

Context

You can take actions to manage the filters you create or Demandbase Out-of-the-Box Filters.

Steps

  1. From the left navigation bar, go to Database_N.png Database > Account Filters, Person Filters, Opportunity Filters, or Activity Filters
  2. In the table, select the checkbox for one or more filters.
  3. Click Take action and select an available action.
    • Make Favorite: Select to add the filter as a favorite.
    • Unfavorite: Select to remove the report as a favorite.
    • Make Public: Select to make the filter public. Demandbase requires you to confirm before making the filter public.
      Important: After you make a filter public, you cannot make it private again.
    • Delete: Select to delete the filter. Demandbase requires you to confirm before deleting the filter.
      Important: If the filter is public, the action deletes the filter for all users.

      Filter_Actions.png

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