Understanding the Opportunities Database

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The Opportunities database shows Opportunity records from your customer relationship management (CRM) and CSV imports.

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. You can arrange, add, or remove columns by clicking the Edit Columns button under the table.

To see in-depth information about an opportunity, click on the individual opportunity name.

Opportunities_database_table.png

Within the individual opportunity record, click on the tabs to see related fields, activities, people, and accounts.
Tip: In the Fields (opportunity) and Account tabs, you can export fields to CSV by clicking Export Fields and change the fields listed by clicking Edit Fields Layout.

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, and People 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

 

 

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