- Course Lessons
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Lesson 1: Take Action with Account Lists and Segments
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Lesson 2: Using Intent to Prioritize Account Action
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Course Survey
Platform Deep Dive: Account Lists, Segments and Intent
This course takes an interactive look at the fundamentals of Demandbase One including: Account Lists, Segments and Intent. Account Lists are groups of accounts, people, opportunities, and activities. Segments are configurable groupings of people, accounts, opportunities, and activities. Intent, helps you identify accounts that are researching your products.
Introduction
This course teaches you the basics of how to use Account Lists, Segments, and Intent.
Who should take this course?
This course is designed for new users who want to learn how the Platform works or existing users who need a refresher.
Duration: ~25 minutes
What You'll Learn
Lesson 1: Take Action with Account Lists and Segments
- Describe what account lists are
- Recognize the difference between account list types
- Identify the difference between a Static Account List and a Dynamic Account List
- Create a Dynamic Account List
- Discuss the steps for creating a new account list by importing a CSV file
- Identify how you can take action on an account list
- Describe how segments are created
Lesson 2: Using Intent to Prioritize Account Action
- Define the types of Intent
- List the building blocks of Intent
- Explain how Intent works
- Discuss how Intent is measured
- Identify common use cases for Demandbase Intent