Take Action: Static Lists

  • Updated

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.

Take_Action_Static_Lists.png

Prerequisites/Preparation

Set up static account lists.

Steps: Add to New Static List

  1. Select accounts to add to the new static list and click Take Action.
  2. In the right Take Action section, select the Demandbase tab and click Add to New Static List.
  3. Enter a New List Name. 
  4. 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. 
  5. Click Confirm.

Steps: Add to Existing Static List

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

Steps: Remove from Static List

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

Outcome

Demandbase adds or removes the accounts from the selected static account list.

Was this article helpful?

0 out of 1 found this helpful