Take Action: Add Account List to NetLine

​​The Add Account List to NetLine action allows you to sync selected accounts from Demandbase to LeadFlow campaigns run by NetLine.

Important: You can only sync accounts to NetLine.

Prerequisites to Add Accounts to NetLine

• You must integrate Demandbase with NetLine.
• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• You must have an account list in Demandbase to use as the list name in NetLine. Users must still select the specific accounts they want to send because the account list does not determine which accounts are sent.

Add Accounts to a NetLine List

1. In Demandbase One for Marketing, select the accounts you want to send to NetLine. For example, go to Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}.
2. Click Take Action.
3. In the right Take Action menu, select the Partner tab.
4. Click Add Account List to NetLine.
5. In the Add List drop-down, select the account list to use as the list name in NetLine.
   Important: Demandbase sends only the accounts you selected in step 1. The account list selected in the Add List drop-down does not determine which accounts are sent.
6.  Click Confirm.