How to Remove Accounts from an Account List?

Remove Accounts from an Account List

Follow the steps below to remove a single domain or a few domains from your Account List:

  • Log in to RollWorks and go to Audiences > Account Lists.
  • Click the Account List name you wish to edit.
  • Click Manage List > Edit List.
  • Add an AND logic.
  • Select the data source RollWorks Company Attributes > Domain.
  • Choose the operator does not equal.
  • Enter the domain(s) that you wish to remove from the list.
  • Click Continue to save your changes.

Account list builder.png

If you need to remove more than a few domains, we recommend the following:

  • For account lists added as a static CSV:
      • Log in to RollWorks and go to Audiences > Account Lists.
      • Click the Account List name you wish to edit.
      • Click Manage List > Export.
      • Open the CSV file, remove all columns except 'Domain', and remove any unwanted domains, and save the CSV file.
      • Click Manage List > Edit List, remove the existing CSV and upload the new CSV file.
  •  For Account Lists created using Dynamic fields from RollWorks or your CRM:
      • Instead of removing individual domains, we encourage adjusting your list logic to better reflect the changes you are trying to make. 
      • For example, instead of removing an individual domain because it has moved to 'Closed Won', edit your Account List logic to exclude 'Closed Won' Opportunities using 'AND' logic with the 'does not equal' operator to dynamically filter Accounts with 'Closed Won' Opportunities.
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