Context
You can take action on accounts by adding or removing them from static account lists. When adding accounts to account lists, you have the option to add them to a new list or to an existing list.
Prerequisites/Preparation
Set up static account lists
Steps: Add to New Static List
- Select accounts to add to the new static list and click Take Action.
- In the right Take Action menu, select the Demandbase tab and click Add to New Static List.
- Enter a New List Name.
- From the Visibility drop-down list, select who can view the new list:
- Public: Visible to everyone in your company.
- Private: Visible only to the person creating the list and Demandbase Admin users.
- Click Confirm.
Steps: Add to Existing Static List
- Select accounts to add to an existing static list and click Take Action.
- In the right Take Action menu, select the Demandbase tab and click Add to Existing Static List.
- From the Add to List drop-down list, select the account list you want the accounts added to.
- Click Confirm.
Steps: Remove from Static List
- Select accounts to remove from an existing static list and click Take Action.
- In the right Take Action menu, select the Demandbase tab and click Remove from Static List.
- From the Remove from List drop-down list, select the static account list you want the accounts removed from.
- Click Confirm.