You can take actions to manage the filters you create or Demandbase Out-of-the-Box Filters.
- From the left navigation bar, go to Database and select Account Filters, Person Filters, Opportunity Filters, or Activity Filters.
- In the table, select the checkbox for one or more filters.
- 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.