Demandbase provides standard account, person, and activity filters with preconfigured selector criteria. The criteria for each standard filter are listed below.
You can also create custom filters to use or share with other users in your organization.
Access Standard Filters
-
From the left navigation bar, go to
Database > [Object] Filters.
- In the Filter Owner filter, enter System.
Account Filters
- Accounts with No Closed/Won Opportunities > 6 Months Ago: Accounts with no opportunities won more than six months ago.
- Accounts with No Engagement: Accounts with zero Engagement Points in the past three months.
- Accounts with No People: Accounts with no associated people.
People Filters
- Engaged Executives: People with a role of CXO or VP and Engagement Points greater than or equal to zero in the past three months.
- Executives: People with a role of CXO or VP.
- Leads Only: People classified as leads.
Activity Filters
- Demandbase Marketing Engagement Filter: Activities classified as marketing engagement.
- High Intent (last 30 days): Keyword intent activities with high intent strength in the past month.
- Inbound Emails: Activities classified as inbound emails.
- Meetings: Activities classified as meeting attendance.
- Trending Intent (last 30 days): Trending intent activities from accounts in the past 30 days.