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 opportunity lists using folders. See Create and Manage Folders for Account, Person, and Opportunity Lists.

Opportunity Lists Types

Demandbase supports the following opportunity list types:

Prerequisites to Create an Opportunity List

• You must have Opportunity records from a CRM or CSV import.
• Allow time for accounts to populate after data synchronization. See Understanding Integration Data Sync Settings.

Salesforce Report Requirements

To create an opportunity list from a Salesforce report, ensure that the report:

• Has a report type label that includes Opportunity.
• Does not include charts.
• Includes an 18-digit Opportunity ID column.
• Uses a Cross Object Report. Cross Object Filters are not supported.
• Uses Tabular or Summary format. Matrix and Joined formats are not supported.
  • For reports with 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, filters based on that field are not applied, which may cause the report to include unintended opportunities.

Microsoft Dynamics View Requirements

To create a person list from a Microsoft Dynamics view, grant the required permissions to the integration user. See Set Up Permissions for List Type: Microsoft Dynamics View.

Create a Dynamic Opportunity List

1. From the left navigation bar, go to Database > Opportunities > 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 list creator and 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 > Opportunities > 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 list creator and Demandbase users with Admin permissions.
4. Click Create List.

Create an Opportunity List from a Salesforce Opportunity Report or View

Important: Demandbase includes all people referenced by Opportunity ID and Opportunity Name in the Salesforce report or view. For example,  if the report includes a Parent Account column, opportunities from those Parent Accounts are also added to the list.

1. From the left navigation bar, go to Database > Opportunities > 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 list creator and Demandbase users with Admin permissions.
4. Click Create List.

Outcome of Creating an Opportunity List

After you add opportunities, the Successfully Updated List message appears. Processing may take some time before all opportunities appear in the list.

For next steps, see Manage Person and Opportunity Lists to manage person lists.