Basic selectors provide an easy way to define criteria for accounts, people, opportunities, and activities in Demandbase. The intuitive interface makes it simple to select criteria without building complex queries. You can use basic selectors to create lists, filters, and reports, or customize Account Journey Stages.
For more complex criteria, see Advanced Selectors.
Create an Account List Using Basic Selectors
The following example shows how to create a public dynamic account list using basic selectors.
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From the left navigator bar, go to
Database > Accounts > Account Lists > Create New.
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Enter the following:
- Name: Enter a name for the list.
- List Type: Select Dynamic.
- Visibility: Select Public.
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Go to the Basic tab and select the criteria for the accounts you want to include.
For example, to include only accounts in the United States, go to Fit > Firmographics > Geolocation > Country > US. -
Click Save.
Tip: Click the refresh icon to see the number of accounts that meet the selector criteria.
Outcome of Creating an Account List Using Basic Selectors
The dynamic account list includes accounts that meet your selector criteria.
Go to the List tab to view the qualifying accounts.
To modify the selector criteria, use the following options:
- Edit a selector: Click the selector name to view and update its criteria.
- Remove a selector: Hover over the selector name and click Clear.