Skip to main content

Archive a List

How to archive a DealMachine list from its detail page when you're done with it but want to keep it.

Written by Joy

Use this article to archive a list in DealMachine. When you're done with a list but want to keep it rather than permanently remove it, archiving lets you set it aside from the list detail page.

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.

Archiving a list

  • Open the actions menu by clicking the three dots in the top right corner of the list header.

  • Select Archive List.

  • Click Archive List to confirm.

Did this answer your question?