Create Opportunity Lists

Context

You can group selected Opportunities into Opportunity Lists in Demandbase. Categorizing in this way can make Opportunities more manageable–such as the ability to mark an Opportunity List as a favorite so that it’s easily retrievable. An Opportunity List is also a good way to share a group of Opportunities with another Demandbase user.

Tip: You can create folders to organize and manage your lists. See Create and Manage Folders for Account, Person, and Opportunity Lists.

Prerequisites/Preparation

In Demandbase, you must have Opportunity records from a customer relationship management system (CRM) or CSV import.

Prerequisites for Salesforce Report List Type:

To link your Demandbase opportunity list to a Salesforce report, the following criteria must be in place:

• Salesforce report type label must contain Opportunity or Opportunities.
• Salesforce report must be a Cross Object Report. Cross Object Filters are not supported. 
• Salesforce report must be Tabular or Summary format. Matrix or Joined report formats are not supported. 
  • For reports grouped by rows, you must list the Opportunity Name or Opportunity ID as an individual column to properly associate the data with the corresponding Demandbase account. For example, if you group rows by Opportunity Name, you must add the Opportunity ID as a column. If you group rows by Opportunity ID, you must add the Opportunity Name as a column. 
  • All records and fields in the Salesforce report must be visible to the Demandbase-Salesforce integration user. If a field isn’t visible to the integration user, the report will ignore filters based on the field and add accounts to the list.

Steps

1. From the left navigation bar, go to  Database > Opportunity Lists and click Create New.
2. Enter a name for the Opportunity List.
3. Select from the following options in the List Type drop-down list:
   • Dynamic list: This setting allows you to set up a list in which you can select Opportunities in the Demandbase tenant. After you create a Dynamic list, it updates as Opportunities fit or don’t fit the Selector criteria that you'll establish for the list later. See Best Practices for Creating Efficient Dynamic Lists and Working with Selectors. 
   • D365 view: If you have Microsoft Dynamics integrated with Demandbase and want to create an Opportunity List from a Microsoft Dynamics view, select this option to import the Opportunities from the report. Then select the view name in the Select View drop-down list.
   • SFDC report: If you have Salesforce integrated with Demandbase and want to create an Opportunity List from a Salesforce report, select this option to import the Opportunities from the report. Then select the report name in the Select Report drop-down list.
   • SFDC view: If you have Salesforce integrated with Demandbase and want to create an Opportunities List from a Salesforce view, select this option to import the Opportunities from the view.
   • CSV Import: Choose this option if you want to upload a CSV file containing Opportunity IDs that match those that already exist in the Demandbase tenant. If you want to upload new Opportunities to the platform, see Import or Reimport Account or Opportunity Data from a CSV File.
4. Select the access level in the Visibility drop-down list:
   • Public: Visible to everyone in your company.
   • Private: Visible only to the creator of the list and any Demandbase users with an Admin role.
5. Click Create list.
6. (Optional) For Dynamic lists only: Click Basic or Advanced on the Selectors page to define the attributes that you want to apply to the list. After you finalize your Selector definitions, click Save. See Working with Selectors.