Manage Account Lists

You can manage account lists by editing list details, updating CRM sources, adding or removing accounts, and taking actions such as duplicating, favoriting, or deleting lists.

Important: Demandbase automatically archives inactive lists. See Manage Auto-Archived Account, People, and Opportunity Lists.

Edit Account List Details

1. From the left navigation bar, go to Database > Accounts > Account Lists.
2. Click the name of an account list.
3. You can edit the following account list details: 
   • Selectors: Go to the Selector tab. Edit the selectors and click Save.
     Tip: You can edit selectors only for dynamic lists.
   • Name:
     • Option 1: Click the top account list name and edit the name.
     • Option 2: Go to the Detail tab. Hover over the account list name, click the pencil icon, and edit the name. Click the checkmark next to the box.
       
   • Description: Go to the Detail tab. Hover over the description, click the pencil icon, and edit the description. Click the checkmark next to the box.
   • Owner: Go to the Detail tab. Hover over the owner name, click the pencil icon, and edit the owner. Click the checkmark next to the box.
   • Lead-to-contact settings: See Automatic Lead-to-Contact Conversion.

Update the CRM Report or View for an Account List

1. From the left navigation bar, go to Database > Accounts > Account Lists.
2. Click the name of a CRM-based account list.
   Tip: To filter for CRM-based account lists, go to List Type filter > D365 View, SFDC report, or SFDC view.
3. Go to the Details tab > List type > click the CRM list, report, or view name.
   Tip: Click the expand icon to open the source directly in your CRM.
   
4. Click Confirm.
5. Update the following:
   1. List Type: Select a new CRM list, report, or view list type.
   2. Select Report: Select a new CRM list, report, or view.
6. Click Update List Type.
   

Add Accounts to a Static Account List

Tip: You can also add accounts to a static list using Take Action: Static Account Lists.

1. From the left navigation bar, go to Database > Accounts > Account Lists.
2. Click the name of a static account list.
   Tip: To filter for static account lists, go to List Type filter > Static list.
3. Click Add Accounts.
4. Use Basic or Advanced selectors to define criteria.
   Tip: Click the refresh icon to see the number of accounts that meet the selector criteria.
5. Click Continue.

6. Select the checkboxes for the accounts you want to add.

7. Click Add Accounts.

Remove Accounts from a Static Account List

1. From the left navigation bar, go to Database > Accounts > Account Lists.
2. Click the name of a static account list.
   Tip: To filter for static account lists, go to List Type filter > Static list.
3. Select the checkboxes for the accounts you want to remove.
4. Select the warning checkbox and click Remove.

Take Additional Actions on Account Lists

1. From the left navigation bar, go to Database > Accounts > Account Lists.
2. Select the checkbox for one or more account lists.
3. Click Take action and select one of the following:
   • Make Favorite: Make the list a favorite.
     Tip: Favorited lists appear at the top in various areas in Demandbase.
   • Unfavorite: Remove the list as a favorite.
   • Make Public: Make the list public.
     Important: After you make a list public, you cannot change it back to private.
   • Delete: Delete the list. 
     Important: You cannot delete account lists used in active advertising campaigns.
   • Add to folder: Add the list to a folder. See Create and Manage Folders for Account, Person, and Opportunity Lists.
   • Duplicate List: Duplicate the list.
     Tips: 
     • You can duplicate only one list at a time.
     • You can enter a name and description for the duplicated list.
     • If you have a license for Workspaces, you can duplicate or move the list to another Workspace. See Manage Workspace Assets: Lists, Filters, and Reports.