Manage Person and Opportunities Lists

Context

After you create person or opportunity lists, you can take various actions to manage your lists. For example, you can favorite lists to find them more quickly or delete lists you longer need.

You can also edit list details such as selectors, name, description, and owner.

Steps: Take Action

1. From the left navigation bar, go to Database > Person Lists or Opportunities Lists.
2. From the table on the Person Lists or Opportunity Lists page, select the checkbox for a list.
   Tip: Use the available filters and search box to find lists more quickly.
   
3. Click Take action and select an available action.
   • Make Favorite: Select to add the list as a favorite.
     Tip: Favorited lists appear at the top of the drop-down list for selecting Person or Opportunity lists in Analytics.
     
   • Unfavorite: Select to remove the list as a favorite.
   • Make Public: Select to make the list public. Demandbase requires you to confirm before making the list public.
     Important: After you make a list public, you cannot make it private again.
   • Delete: Select to delete the list. Demandbase requires you to confirm before deleting the list.
   • Add to folder: Select to add the list to a folder. See Create and Manage Folders for Account, Person, and Opportunity Lists.
   • Duplicate List: Select to duplicate the list. You can enter a new name and description for the list.
     Tips:
     • The Duplicate List action is only available if you have a single list selected.
     • If you're licensed to use workspaces, you can also move or copy the list to another workspace. See Manage Workspace Assets: Lists, Filters, and Reports.
       
       

Steps: Edit Person or Opportunity List Details

1. From the left navigation bar, go to Database > Person Lists or Opportunity Lists. 
2. Click the name of a person or opportunity list.
3. Edit the following list details: 
   • Selectors: Go to the Selector tab. Edit the selectors and click Save. 
   • Name: 
     • Option 1: Click the list name to enable the text field and enter a new name.
     • Option 2: Go to the Detail tab. Hover over the 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, click the pencil icon, and edit the owner. Click the checkmark next to the box.