Take Action: Static Lists

Context

You can take action on accounts and people 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.

Prerequisites/Preparation

Set up static account lists or static person lists. 

Steps: Add to New Static List

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

Steps: Remove from Static List

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