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What moved where in new DealMachine — a field guide for Classic customers

Coming from DealMachine Classic and can't find a familiar feature? This guide maps common Classic features (map, filters, notes, contact reveals, wallet, API, and more) to their new location in new DealMachine.

Written by AJ

If you're coming from DealMachine Classic and hunting for a familiar feature in the new interface, this guide is for you. Most things you had are still here — they just live in new places. Below is the quick reference, followed by more detail on features that aren't yet in new DealMachine.

New DealMachine web address: dealmachine.com · DealMachine Classic web address: app.dealmachine.com. Both work during the transition — see Can I still use classic DealMachine?

Quick reference: Classic → new DealMachine

Finding properties and people

What you're looking for

Where it is in new DealMachine

The map

Click Explore map, Find properties, or Find people in the left sidebar. In Find properties and Find people, switch between Grid and Map with the view toggle at the top-right of your results.

Search / look up an address

Click the magnifying glass in the upper left corner of the screen. Type the address, hit search, and click the result. Searching is always free — no credits used.

Build a filter

Once you're in Find Properties or Find People, the filters are right there on the page — no separate builder to open.

Add a property manually

Click the magnifying glass at the top of the left sidebar, type the address, and click the result. On the property page, click Add prospect. The property now appears under Prospects in the left sidebar.

Lists and saved leads

What you're looking for

Where it is in new DealMachine

Make a new list

Making a list is an action. Select the records you want from your search results, click Actions in the bar at the bottom of the grid, then Create List. To add them to an existing list, choose Add to List.

Your existing lists (from Classic)

Lists were imported by the one-time migration. See Moving to new DealMachine: migrating your account.

Your leads (saved properties)

Your leads (and trashed leads) transfer during the one-time migration. Look under Prospects and in your imported lists under Lists → All Lists. If they aren't showing right away, give the import a few hours to finish.

Contact info, reveals, and exports

What you're looking for

Where it is in new DealMachine

Reveal / skip-trace a contact

On any Property or Person view, click Reveal next to a contact. Each reveal costs 1 data credit; you never pay again for the same reveal within the same billing cycle.

Export

Select the properties or contacts you want to export, click actions and then Export.

Each exported record is 1 data credit; property and contact each count as their own record. See Data credits.

Driving for Dollars and direct mail

What you're looking for

Where it is in new DealMachine

Driving for Dollars

On the DealMachine mobile app (Google Play; iOS available). See Which mobile app should I use?

Direct mail campaigns

From a list or lead → Send Mail / build a campaign. See Build a Campaign.

Direct mail funds (Wallet)

Click your name in the lower-left corner → Billing Settings → Wallet and payments. Click Add funds, or turn on Auto-reload.

Plan, billing, and credits

What you're looking for

Where it is in new DealMachine

Your plan / subscription

Click your name in the lower-left corner → Billing Settings. Your plan is at the top under Current plan. To change it, click Edit my plan.

Invoices / receipts (for taxes)

Click your name → Billing Settings, then scroll down to Subscription invoices.

Special Offers / launch package

Click your name → Billing Settings. Packages you hold are listed under Current plan, below your base plan.

Data credit balance

Click your name in the lower-left corner to see your monthly total, what's left, and your reset date. For more detail, open Billing Settings and look under Usage this period.

Account, team, and API

What you're looking for

Where it is in new DealMachine

Add / manage team members

Click your name in the lower-left corner → Settings → Organization → Members.

Your API key

Account Settings → Settings → Developer.

Change your email

Click your name → Settings → Account → Email addresses. The same email works on both Classic and new DealMachine, but each has its own separate password.

Coming soon — features not yet in new DealMachine

A few Classic features aren't in new DealMachine yet. If you rely on any of these, keep using Classic at app.dealmachine.com until they're back — your data and balance stay in sync between both versions.

  • Photos on leads — the option to upload a photo to a lead is coming soon.

  • Notes on leads — coming soon.

  • Tasks — coming soon.

  • Dialer — new DealMachine doesn't include the Dialer; there's no "mark as called" workflow tied to a dial. Existing Classic dialer functionality remains available in Classic.

  • Bulk-tag on the web — tagging is being reintroduced through the Driving for Dollars mobile app rather than the web interface. For grouping properties on the web today, use Lists.

  • Litigator scrubbing — not yet available in new DealMachine. Recommend a third-party scrub if you call at volume.

Still can't find something?

Click the chat bubble on dealmachine.com and our team will point you directly to it.

Prefer Classic for now?

You can. Classic isn't going anywhere as long as customers find value in it — see Can I still use classic DealMachine? Your balance stays in sync across both, and you can move to new DealMachine whenever you're ready.

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