Understanding the Opportunities Database

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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_N.png 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.

Opportunities_database_table.png

Opportunity_details.png

Opportunity Lists

To view all Opportunity lists created in Demandbase, from the left navigation bar, go to Database_N.png 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_N.png  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_N.png 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_N.png Database > Opportunities > Opportunity Segments. See Understanding Segments.

 

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