Use this article to get familiar with the List Management page in DealMachine, the central hub for everything you've saved into a list. From here you can see all of your lists, create new ones, open any list to review its records, and search or filter when your library gets large.
Where to find it: Lists live in the left sidebar under Saved Records, directly beneath the Prospect menu items. Click Lists > All Lists to open the List Management page. You can also create a list from a Grid of results by selecting records in Find Properties or Find People.
What you'll see
The List Management page displays every list in your organization in a grid view. Each row shows the key details for that list:
List name
Description
List type badge
Record count
Creator
Last edited by
Last modified date
A Create List button sits at the top of the page so you can start a new list anytime.
Opening a list
Click any row to open that list's detail page, where you can review every record the list contains. Once you're inside a DealMachine list, use the Properties/People toggle to switch the grid between viewing the properties and viewing the contacts associated with that list.
Searching and filtering your lists
If you have a lot of lists, use the search bar at the top of the table to filter by name. You can also narrow the table using the filter controls. Available filters include list type, creator, modified date, and size.
Click any column header to sort the table by that column. This is the fastest way to bring your newest, largest, or most recently edited lists to the top.