What this feature does & when to use it?
Hotlists allow you to group candidates, companies, contacts, or jobs into a single list based on similar criteria. You can easily access them via Quick View, share them with your team, and perform bulk actions on the records.
Use this feature when you want to:
Create shortlists for roles or to organize candidates for specific roles.
Track priority jobs.
Manage grouped records efficiently.
Share curated lists with your team.
Step-by-step instructions
Navigate to the entity where you want to create a hotlist (Candidates, Companies, Contacts, or Jobs), and open the list view of records you want to group into a hotlist.
Select at least one record that you wish to add to the hotlist by checking the corresponding checkbox in the list view, and click the Add to Hotlist button.
Choose whether to add the selected records to an existing hotlist or create a new one.
If you are creating a new hotlist, enter a name, choose whether to share it with your teammates, and click Add to List to save the hotlist and add the selected records.
You can also create hotlists using the Recruit CRM Chrome extension, following a similar process of selecting records and adding them to a hotlist.
Click the Quick View button within the relevant entity to view your saved hotlists.
Troubleshooting
Problem: My teammates can’t see the hotlist I created.
Problem: My teammates can’t see the hotlist I created.
Likely cause: The hotlist was not shared with teammates during creation.
What to check: Check the sharing settings you chose when you created the hotlist.
Resolution path: Edit the hotlist and choose to share it with your teammates.
FAQs
1. What changes after I create a hotlist in Recruit CRM?
1. What changes after I create a hotlist in Recruit CRM?
A hotlist becomes a pool of records with similar characteristics. You can access it via Quick View, share it with your team, and perform bulk actions on the records in that hotlist.
2. Can I create hotlists outside the main web app?
2. Can I create hotlists outside the main web app?
Yes. You can also create hotlists using the Recruit CRM Chrome extension, following a similar process.
Conclusion:
Hotlists in Recruit CRM give you a simple way to group similar records, share them with your team, and run bulk actions on focused lists. Follow the steps above to create hotlists from your record lists or Chrome extension, and use the Quick View button to quickly find and access them whenever you need.