How to Build Lists

  • Updated

Important: This article is no longer being maintained or updated. For the latest information about this product or feature, see the following article.

Build and Manage Lists

 

Build a list of companies and people to find prospects based on specific search criteria, including location, industry, job functions, and more. 

Build a List

Step Description Details
1 Launch the List Build page

In CRM view, click the three lines in the Demandbase box. Select Build a List.
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or

In web view, click Build a List on the top right of the page.

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2 Enter the list criteria Choose the criteria for your list.

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3 Location

Select Geography to search for companies using location data. 

  • Region
  • Country
  • State/Province
4 Employee count and Revenue

Select Employees and Revenue to enter a range for the employee count and the revenue of the companies you want to target.

For example, if you enter 100 to 500 in the Employees and 5M to 2.5B in Revenue fields, the search returns only those companies with 100-500 employees working for them and with revenue that ranges from 5 million to 2.5 billion US dollars. 

5 Industry

Select an industry from the Industry drop-down list. Click the drop-down arrow next to the industry for sub-industries. For example, select the Banks industry and Commercial Banking sub-industry.

Demandbase has its own proprietary classifications, which consolidate these differing global standards. For more information, see Updates to Industry Codes

6 Job Function & Job Level

Job Function: Search for people by their role or department.
For example, select Finance or Human Resources. You can enter multiple job functions.

Job Level: Search for people by seniority in their role.

For example, select C-Level, Vice President, and Senior Executive to build a list of people in senior management roles.

7 Search and Save

Click Search to see list results.
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To save the list, click Save.

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Enter a name for the list and click Save

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8 Edit or delete a list Click the drop-down arrow next to your profile icon. Click on Saved Lists & Searches. 

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Go to the Saved Searches tab to view all of your saved searches.
You can modify a saved search by clicking the Pencilpencil.pngicon or delete a saved search by clicking the trash 62cdda8b15e22.pngicon.
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9 Export a list Click the drop-down arrow next to your profile icon. Click on Saved Lists & Searches. 

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Go to the Saved Searches tab and click on the list you want to export. 

Click Export. Select the desired export option. 
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Note: The number of records you can export depends on how many credits you have remaining. See Credit Limit for more information. 

 

Add Additional Filters

1 Add other search criteria

Click the plus (+) button to open the Filters dialog and add additional search criteria filters.

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Select filters and click Apply. See company, people, and insights filters for more information. Screen_Shot_2022-11-14_at_1.36.34_PM.png

2 Search and Save

Click Search to see list results.
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To save the list, click Save.

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Enter a name for the list and click Save

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Company Filters

1 Company Location

Select additional company geography filters. 

  • City
  • Postal code
  • Area code
2 Industry Classification

Tip: Toggle on Search only primary business to search using the primary industry of companies. 

Screenshot

NAICS
Select NAICS to use the North American Industry Classification System (NAICS) code. The maximum number of NAICS codes that you can enter is 150 for each search. You can enter multiple NAICS codes separated by commas.

You can also use the wild card asterisk (*) for building a list  with partial NAICS code. With the NAICS code wildcard(*) search, you can find companies in a wider list of industries without specifying all child industries.

For example, if you want to find all companies under 'Electronics' (NAICS code - 334) and all industries nested under 'Electronics', add NAICS code '334*' as a criteria.

You can find the most recent NAICS codes at https://www.naics.com/search/

SIC
Select SIC to use the Standard Industry Classification (SIC) code. For example, enter the SIC code 6021 for Bank of America. 

You can find the most recent SIC codes at https://www.sec.gov/corpfin/division-of-corporation-finance-standard-industrial-classification-sic-code-list.

3 Company Name To add by company name, enter the Company Name and select the company name from the drop down. You can add multiple company names. 
4 Company Status

Select Company Status to filter by the status of a company. 

  • Operating
  • Acquired
  • Liquidating
  • Non-Operating
  • Out of Business
5 Fiscal Year End (FYE) Select Fiscal Year End to choose the fiscal year end month of a public company.
6 Company Type Select Company Type to filter by the type of a company.
  • Public
  • Private
  • Government
  • Organization
7 Business Structure

Select Business Structure to filter by the organizational structure of a company. 

  • Global parent
  • Subsidiary
  • Independent
8 Suppression List Select Suppression List to suppress companies from your search results. See How to Suppress Companies from a Search for more information. 

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9 Ticker Select Ticker to filter companies based on their stock market ticker symbol. For example, enter BAC to search for the Bank of America Corporation.

 

People Filters

Step Description Details
 1  Job Title 

Select Job Title to filter by specific keywords in job titles. 

You can also exclude job titles by selecting Exclude Job Title.

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For example, enter the Job Title as “business development.”

 2 Contact Info

Select Contact Info to search for people according to contact information. 

  • Email - Valid Email, Valid Domain
  • Desk Phone
  • Mobile Phone
  • Corporate Phone
3 Contact Location

Select Contact Location to search for contacts based on their location. Enter the a city, state, or country and select from the type-ahead suggestions. 

4 Social Networks Select Social Networks to search for executives who are on Linkedin or Twitter. 

 

Insights Filters

Step Description Details
1 Annual Lists & Indexes

Select Annual Lists & Indexes to find companies that appear on annual lists and indexes.

  • FTSE 100
  • Forbes Global 2000
  • Fortune 1000
  • Fortune 500
  • Inc 5000
  • Russell 3000
  • S&P 500
2 Connections

Select Connections to filter your list based on the connection types that matter to you.

  • People you know
  • People your coworkers know
  • Your employer
  • Previous employers
  • Your coworker's previous employers
  • Reference customers 
  • Alumni
3 News

Select Agents under the News area to search with Demandbase Agents. Agents group news articles into categories that indicate buying triggers such as New Offerings, Acquisitions, Partnerships, Expanding Operations, Cost Cutting, Outperforming etc

Select Keywords under the News area to search news with any keywords or company names. For example, Apple, Inc.

Select the number of days to see news in the Last 30 Days, Last 15 Days, Last 7 Days, or Last 1 Day. 

4 Technology 

Select Technology to filter your list by technologies that companies use today.

For example, you can enter Google in Technology to find companies that use Google App Engine technology.

Technology is an add-on feature. See Managing Installed Tech Data for more information. 

5 Intent

Select Intent to filter your list based on Intent topics that have been selected by your account admin. Intent topics indicate when a company is in the market to buy a particular product or service.

For example, you can enter Account in Intent Topics to find topics such as Accounting, Accounting Automation, Account Receivable, and Account Payable

The Intent Score indicates how much a company has researched a particular topic over a particular week. The higher the Intent Score, the more likely that company is looking to buy a particular product or service.

Intent is an add-on feature. See Managing Intent Topics for more information. 

 

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