How to Build Lists

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

or

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

Select Geography to search for companies using location data. 

• Region
• Country
• State/Province

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. 

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. 

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.

Click Search to see list results.

To save the list, click Save.

Enter a name for the list and click Save. 

Go to the Saved Searches tab to view all of your saved searches.
You can modify a saved search by clicking the Pencilicon or delete a saved search by clicking the trash icon.

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

Click Export. Select the desired export option. 

Note: The number of records you can export depends on how many credits you have remaining. See Credit Limit for more information. 

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

Select filters and click Apply. See company, people, and insights filters for more information. 

Click Search to see list results.

To save the list, click Save.

Enter a name for the list and click Save. 

Select additional company geography filters. 

• City
• Postal code
• Area code

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.

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

• Operating
• Acquired
• Liquidating
• Non-Operating
• Out of Business

• Public
• Private
• Government
• Organization

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

• Global parent
• Subsidiary
• Independent

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

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

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. 

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 Settings for more information. 

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 Data Settings for more information.