The Opportunities database shows Opportunity records from your customer relationship management (CRM) and CSV imports.
Tip: You can export fields to CSV by clicking Export Fields and change the fields listed by clicking Edit Fields Layout. You can also arrange, add, or remove columns by clicking the Edit Columns button under the table.
Opportunities Database
To view all Opportunity records in Demandbase, from the left navigation bar, go to Database > Opportunities.
Opportunities are listed in table rows. To see in-depth information about an opportunity, click on the individual opportunity name.
Within the individual opportunity record, click on the tabs to see related fields, activities, people, and accounts.
Opportunity Lists
To view all Opportunity lists created in Demandbase, from the left navigation bar, go to Database > Opportunities > Opportunity Lists. See Create Opportunity Lists.
Opportunity Data Import
To view all Opportunity records imported into Demandbase, from the left navigation bar, go to Database > Opportunities > Data Import. See Import or Update Account, Opportunity, People, and Activity Data from a CSV File.
Opportunity Filters
To view all Opportunity filters created in Demandbase, from the left navigation bar, go to Database > Opportunities > Opportunity filters. See Create and Save Filters.
Opportunity Segments
To view all Opportunity segments created in Demandbase, from the left navigation bar, go to Database > Opportunities > Opportunity Segments. See Understanding Segments.