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Database

  • Understanding the Demandbase Database
  • Account Lists: Foundation of Your ABM Strategy
  • Create an Account List
  • Manage Account Lists
  • Demandbase System Account Lists
  • Understanding the People Database
  • Create a Person List
  • Understanding the Opportunities Database
  • Create an Opportunity List
  • Manage Person and Opportunity Lists
  • What to Know When Importing Data From a CSV File
  • Import, Update, Add, and Delete Account, Opportunity, People, and Activity Data from a CSV File
  • Upload CSV Files from Amazon S3 to Demandbase
  • FAQ: Why Some Accounts May Not Appear After CSV Import
  • Understanding CSV Data Import Results
  • Best Practices for Creating Efficient Dynamic Lists
  • Understanding Activities
  • Manage Auto-Archived Account, People, and Opportunity Lists
  • Create and Manage Folders for Account, Person, and Opportunity Lists
  • FAQ: Folders for Account, Person, and Opportunity Lists
  • Understanding Filters
  • Create and Save Filters
  • Manage Filters
  • Understanding Segments
  • Understanding the Difference between Account Lists and Segments
  • Create and Manage Segments
  • Demandbase Standard Filters

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