Manage Account Lists

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Context

After you create your account lists, you can update or delete them. You can also add or remove accounts from static lists.

We recommend that you add or remove accounts with caution. Avoid updating your account lists too often, or in the middle of a pilot program or quarter, so you're not comparing apples to oranges when you measure the results of your account targeting.

Consider making a major update to your account lists on an annual basis to match corporate goals and objectives. You can also update account lists if you are rolling out a new product that appeals to a new industry or segment, or if there is a shift in focus to go up market or down market. Make minor adjustments quarterly to match quarterly goals.

Keeping your account list updated and communicating that should be a central process in your ABM strategy. For more information, see Understanding Account Lists, the Heart of Your ABM Strategy.

Steps: Rename an Account List

  1. From the left navigation bar, go to Database_N.png Database > Accounts > Account Lists.
  2. In the Account Lists table, click the name of an account list.
  3. In the window that opens for the list, click the account list name to open the text field for entering a new name.
    Rename_List.png

Steps: Update the Salesforce Report or View for an Account List

  1. From the left navigation bar, go to Database_N.png Database > Accounts > Account Lists.
  2. In the Account Lists table, click the name of an account list created from a Salesforce report or view.
    Tip: You can filter 
    for account lists by selecting SFDC report or SFDC view in the List Type filter.
    Filter_Account_Lists.png
  3. In the window that opens for the list, click the Details tab and click the SFDC report or SFDC view link in the List type field.
    Salesforce_List_Type.png
  4. In the Change List Type window, click Confirm.
  5. In the Update List Type window, select a new Salesforce report or view from the Select Report or Select View drop-down list and click Update List Type.

Steps: Add Accounts to a Static Account List

Tip: You can also take action from any table with accounts to add accounts to a static list. See Take Action: Static Lists.

  1. From the left navigation bar, go to Database_N.png Database > Accounts > Account Lists.
  2. In the Account Lists table, click the name of a static account lists.
    Tip: You can filter for account lists by selecting Static list in the List Type filter.
  3. In the window that opens for the list, click Add Accounts.
    Add_to_Static_List.png
  4. Use Basic or Advanced Selectors to filter accounts and click Continue.
    Tip: Click the refresh icon to see the number accounts that meet the Selector criteria.
    Static_List_Accounts_Step_1.png
  5. Select accounts to add to the static account list using one of the following methods:
    • From the table, select the check boxes for accounts you want to add.
      Static_List_Accounts_Step_2.png
    • Select the check box next to the Account Name column header to select all accounts on the current page in the table.
      Tip: To select all accounts on all pages, click the Select available … rows link above the table.
      Static_List_Accounts_Step_2_All.png
  6. Click Add Accounts to add the selected accounts.
    Tip: To remove accounts from a static account list, select the check boxes for the accounts, and click Remove Accounts. Demandbase requires you to confirm before removing accounts from the list.
    Remove_from_Static_List.png

Steps: Take Additional Actions on an Account List

  1. From the left navigation bar, go to Database_N.png Database > Accounts > Account Lists.
  2. In the Account Lists table, select the check box for an account list.
  3. Click Take Action and select an available action.
    • Make Favorite: Select to add the list as a favorite.
      Tip: Favorited lists appear at the top of the drop-down list for selecting account lists in Analytics
    • Unfavorite: Select to remove the list as a favorite.
    • Make Public: Select to make the list public. Demandbase requires you to confirm before making the list public.
      Important: After you make a list public, you cannot make it private again. 
    • Delete: Select to delete the list. Demandbase requires you to confirm before deleting the list.
    • Clone List: Select to clone the list. You can enter a new name and description for the list.
      Tip: The Clone List action is only available if you have a single list selected. 
      Take_List_Actions.png

 

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