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Viewing Lists

How to open a list's detail page in DealMachine to review its records and track a list that is still building.

Written by Joy

Use this article to open and review a list in DealMachine. The list detail page shows you every record inside a specific list using the same familiar grid you already use for search results. Open it any time you need to review what's in a list, watch a list finish building, or archive one you no longer need.

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.

Opening a list

From the List Management page, click any list row. You'll be taken to that list's detail page.

The header at the top of the page displays:

  • List name

  • List status

  • Total record count

  • Created date

  • List description

Watching a list build

If the DealMachine list is still building, you'll also see a building status badge and a real-time progress bar with a stage label below the header. Once building completes, the progress bar disappears and the list is ready to review.

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