Create an Automated CRM Watchlist

In your CRM, use Demandbase One for Sales to create a dynamic watchlist that automatically tracks companies based on the Account or Opportunity criteria you define.

Important: These watchlists are only available to users with Elite license.

Steps

1. In your CRM, log in to the Demandbase iFrame.
2. In the iFrame, click the three lines at the top right, and select Manage Watchlists.
   
3. Click Create New.
   
4. In the window that opens, click Automated CRM Watchlist.
5. In the window that opens, do the following:
   • Enter a Watchlist Name.
   • Select one of the following options from the Account Criteria drop-down list:
     • Account I own: Add accounts owned by the user to the watchlist.
     • Open opportunities I own: Add all open opportunities owned by the user to the watchlist.
     • Custom Criteria: Use Salesforce fields to create a customized watchlist.
   • Click Save.
     Important: Watchlists can have up to 200 companies.
6. Click Review matches. If there are unmatched companies, the list appears by default in the window that opens.
7. Click Find Company next to an unmatched account to search for a match in Demandbase One for Sales.
8. Search for and select the matching company.
9. Click Save.