Context
You can take action on accounts by adding or removing them from static lists. When adding records to static lists, you have the option to add them to a new list or an existing list.
Important: Static lists are only available for Account records.
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.
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In the right Take Action menu, select the Demandbase tab and click Add to New Static List.
- Enter a New List Name.
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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.
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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 static list you want the records added to.
- Click Confirm.
Steps: Remove from Static List
- Select accounts to remove from an existing static list and click Take Action.
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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 list you want the records removed from.
- Click Confirm.