Use this article to create a new list in DealMachine. Lists let you group properties or contacts into reusable collections you can come back to, share with your team, and use as include/exclude criteria in your searches. You can create a new list from the List Management page, or build one on the fly from your search results without leaving your current context.
Where to find it: Lists live in the left sidebar under Saved Records (Lists > All Lists). You can also create a list from a Grid of results by selecting records in Find Properties or Find People.
Where you can create a list
You can start a new DealMachine list from two places:
The List Management page, using the Create List button at the top.
The Find Properties or Find People grid view, after selecting one or more records, by choosing Create List from the action bar.
How to create a list
Open Create List from either of the entry points above.
Enter a List Name.
Optionally add a Description.
Select a Content Type: Property List or People List.
Click Build List.
What to know about your list
All DealMachine lists are static. A list contains the exact records you added at the time you built it and does not update automatically as new data comes in or your filters change.
A list can hold up to 100,000 records. If you attempt to create a list of more than 100,000 records through any other path, you'll see an error and the list will not be built. No partial list is created.