Take Action: Add Account List to B2B IQ

The Add Account List to B2B IQ  action allows you to to sync selected accounts from Demandbase to a list in B2B IQ.

Important: You can only sync accounts to B2B IQ.

Prerequisites to Add Accounts to B2B IQ

• You must integrate Demandbase with B2B IQ.
• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• You must have an account list in Demandbase to use as the list name in B2B IQ. Users must still select the specific accounts they want to send because the account list does not determine which accounts are sent.

Add Accounts to a B2B IQ List

1. In Demandbase One for Marketing, select the accounts you want to send to B2B IQ. For example, go to Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}.
2. Click Take Action.
3. In the right Take Action menu, select the Partner tab.
4. Click Add Account List to B2BIQ.
5. In the Add List drop-down, select the account list to use as the list name in B2B IQ.
   Important: Demandbase sends only the accounts you selected in step 1. The account list selected in the Add List drop-down does not determine which accounts are sent.
6. Click Confirm.