Demandbase provides the following snapshot types that can be delivered by email:
- Account List
- Sales Development Representative
- Account Executive
When you set up auto-create account lists, Demandbase automatically subscribes account owners to Account List Snapshots. You can manually subscribe users to the other snapshot types from the Auto-Create Account Lists page.
Tip: Account owners can go to Settings > My Profile > My Subscriptions to unsubscribe themselves from the Account List Snapshot emails by deleting the subscription.
- From the left navigation bar, go to Settings > Analytics > Auto-Create Account Lists.
- Scroll down to the Configure Snapshot Subscriptions section.
- To create a new subscription for a snapshot type, select the appropriate owner fields and email frequency and click Create.
- To update an existing subscription for a snapshot type, click Manage and make the changes in the Subscriptions page.