Saving & Lists
Save properties and people, and organize them into reusable lists you can build campaigns from.
By Joy1 author10 articles
- View and Manage Saved Properties and PeopleHow to review, search, sort, export, and remove your saved properties and people in DealMachine Saved Records.
- The List Management PageAn overview of the DealMachine List Management page, where you can view, create, search, and filter all of your lists.
- Creating ListsHow to create a new static list in DealMachine from the List Management page or directly from your search results.
- Viewing ListsHow to open a list's detail page in DealMachine to review its records and track a list that is still building.
- Add Records to a ListHow to add properties and contacts to a DealMachine list from the search grid or an individual record page, including how duplicates are handled.
- Remove Records from a ListHow to remove records from a DealMachine list one at a time or in bulk, without deleting the underlying property or contact.
- Edit a ListHow to rename a DealMachine list and update its description from the List Management page or a list's detail view.
- Archive a ListHow to archive a DealMachine list from its detail page when you're done with it but want to keep it.
- Delete a ListHow to permanently delete a DealMachine list, and what happens to saved searches that referenced it.
- Import a ListHow to import your own property or contact data into DealMachine from a CSV or Excel file and turn it into a list using AI-assisted column mapping.