Take Action: Static Account Lists

The Static List actions allow you to manually add or remove accounts from static account lists based on selector criteria.

Important: Static lists are only available for Account records.

Prerequisites

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• To use existing static lists, create Static Account Lists.

Add to New Static List

1. Select accounts and click Take Action.
2. In the right Take Action menu, select the Demandbase tab, and click Add to New Static List.
3. Enter a New List Name. 
4. In the Visibility drop-down, select who can view the new static list:
   • Public: Visible to everyone in your company.
   • Private: Visible only to the person creating the list and Demandbase Admin users. 
5. Click Confirm.

Add to Existing Static List

1. Select accounts and click Take Action.
2. In the right Take Action menu, select the Demandbase tab, and click Add to Existing Static List.
3. In the Add to List drop-down, select the existing account list you want to add accounts to.
4. Click Confirm.

Remove from Static List

1. Select accounts and click Take Action.
2. In the right Take Action menu, select the Demandbase tab, and click Remove from Static List.
3. In the Remove from List drop-down, select the existing account list you want to remove accounts from.
4. Click Confirm.