Use this article to edit a list in DealMachine. You can rename a list and update its description whenever you need to clean things up. These actions are available from the List Management page and from inside any list's detail view, so you can manage your lists wherever you're working.
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.
Both actions live in the kebab menu (the three-dot icon):
On each list row in the List Management page.
In the list detail page header.
Open the kebab menu in either place to see the option to Edit List.
Editing a list from the List Management page
Click the three dots to the right of the list you want to edit and select Edit List.
Rename the list or update the description.
Click Save.
Editing a list from the List Details page
Open a list.
Click the three dots in the top right corner and select Edit List.
Make your changes.
Click Save.