Manage Person and Opportunity Lists

You can manage person and opportunity lists by editing list details, updating CRM sources, and taking actions such as duplicating, favoriting, or deleting lists.

Important: Demandbase automatically archives inactive lists. See Manage Auto-Archived Account, People, and Opportunity Lists.

Edit Person or Opportunity List Details

1. From the left navigation bar, go to Database > People or Opportunities > Person Lists or Opportunity Lists.
2. Click the name of a list.
3. You can edit the following list details: 
   • Selectors: Go to the Selector tab. Edit the selectors and click Save.
     Tip: You can edit selectors only for dynamic lists.
   • Name:
     • Option 1: Click the top list name and edit the name.
     • Option 2: Go to the Detail tab. Hover over the list name, click the pencil icon, and edit the name. Click the checkmark next to the box.
       
   • Description: Go to the Detail tab. Hover over the description, click the pencil icon, and edit the description. Click the checkmark next to the box.
   • Owner: Go to the Detail tab. Hover over the owner name, click the pencil icon, and edit the owner. Click the checkmark next to the box.

Update the CRM Report or View for Person or Opportunity List

1. From the left navigation bar, go to Database > People or Opportunities > Person Lists or Opportunity Lists.
2. Click the name of a CRM-based list.
   Tip: To filter for CRM-based lists, go to List Type filter > D365 View, HubSpot List, SFDC report, or SFDC view.
3. Go to the Details tab > List type > click the CRM list, report, or view name.
   Tip: Click the expand icon to open the source directly in your CRM.
   
4. Click Confirm.
5. Update the following:
   1. List Type: Select a new CRM list, report, or view list type.
   2. Select Report: Select a new CRM list, report, or view.
6. Click Update List Type.
   

Take Additional Actions on Person and Opportunity Lists

1. From the left navigation bar, go to Database > People or Opportunities > Person Lists or Opportunity Lists.
2. Select the checkbox for one or more lists.
3. Click Take action and select one of the following:
   • Make Favorite: Make the list a favorite.
     Tip: Favorited lists appear at the top in various areas in Demandbase.
   • Unfavorite: Remove the list as a favorite.
   • Make Public: Make the list public.
     Important: After you make a list public, you cannot change it back to private.
   • Delete: Delete the list. 
     Important: You cannot delete person lists used in active ad campaigns.
   • Add to folder: Add the list to a folder. See Create and Manage Folders for Account, Person, and Opportunity Lists.
   • Duplicate List: Duplicate the list.
     Tips: 
     • You can duplicate only one list at a time.
     • You can enter a name and description for the duplicated list.
     • If you have a license for Workspaces, you can duplicate or move the list to another Workspace. See Manage Workspace Assets: Lists, Filters, and Reports.