Create an Opportunity List

Opportunity lists help you organize and prioritize deals by grouping opportunities with shared criteria, making it easier to manage your pipeline, collaborate with your team, and stay focused on key revenue opportunities.

Tip: Organize lists using folders for easier management. See Create and Manage Folders for Account, Person, and Opportunity Lists.

Opportunity Lists Types

Available opportunity list types include:

• CSV Import: Opportunities added and removed manually through CSV imports.
• Dynamic: Opportunities update automatically as data changes based on configured sync intervals. See Understanding Integration Data Sync Settings and Best Practices for Creating Efficient Dynamic Lists.
• D365 (Microsoft Dynamics) View: Based on an existing Dynamics opportunity view.
• Salesforce Report or View: Based on an existing Salesforce opportunity report or view.

Prerequisites

• You must have Opportunity records from a CRM or CSV import.
• Allow time for new lists to populate after data sync.

Salesforce Report Requirements:

To create an opportunity list from a Salesforce report:

• Report type label includes Opportunity.
• No charts included.
• Includes an 18-digit Opportunity ID column.
• Uses a Cross Object Report (Cross Object Filters not supported).
• Uses Tabular or Summary format (Matrix and Joined formats not supported).
  • For reports that use row grouping, include both Opportunity Name and Opportunity ID as columns. If you group by Opportunity Name, add Opportunity ID as a column; if you group by Opportunity ID, add Opportunity Name as a column.
  • All records and fields must be visible to the Demandbase–Salesforce integration user. If a field is not visible, any filters based on that field won’t be applied, and the report may incorrectly include those opportunities in the results.

Microsoft Dynamics View Requirements:

Grant required permissions to the integration user to use Dynamics Views. See Set Up Permissions for List Type: Microsoft Dynamics View.

Create a Dynamic Opportunity List

1. From the left navigation bar, go to Database > Opportunity Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select Dynamic list.
   • Visibility: Select who can view the list.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the creator of the list and any Demandbase users with Admin permissions.
4. Click Create List.
5. Use Basic or Advanced selectors to define criteria.
   Tip:Click the refresh icon to see the number of opportunities that meet the selector criteria.
6. Click Save.

Create an Opportunity List from a Microsoft Dynamics Opportunity View

1. From the left navigation bar, go to Database > Opportunity Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select D365 view.
   • Select Report: Select a Microsoft Dynamics opportunity view. 
   • Visibility: Select who can view the list.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the creator of the list and any Demandbase users with Admin permissions.
4. Click Create List.

Create an Opportunity List from a Salesforce Opportunity Report or View

Important:All opportunities referenced by Opportunity ID and Opportunity Name in the Salesforce report or view are included in the Demandbase opportunity list. For example, if you include Parent Account as a column, opportunities from those Parent Accounts are also added to the opportunity list.

1. From the left navigation bar, go to Database > Opportunity Lists.
2. Click Create New.
3. In the Create a new list window, enter the following:
   • Name: Enter a name for the list.
   • List Type: Select SFDC report or SFDC view.
   • Select Report: Select a Salesforce report or view.
   • Visibility: Select who can view the list.
     • Public: Visible to everyone in your company.
     • Private: Visible only to the creator of the list and any Demandbase users with Admin permissions.
4. Click Create List.

Outcome

After opportunities are added, the Successfully Updated List message appears. Processing may take some time.

To access opportunity lists, see Understanding the Demandbase Database.

To edit or delete opportunity lists, see Manage Person and Opportunity Lists.