What this feature does and when to use it?
A hotlist is a collection of records with similar characteristics. In Recruit CRM, you can create hotlists for Candidates, Companies, Contacts, and Jobs.
This feature is useful when you want to:
Group records with similar characteristics.
Quickly access a specific set of Candidates, Companies, Contacts, or Jobs.
Share hotlists with your teammates.
Note: You need to select at least one record to create a new hotlist.
How to create a hotlist
Select the record(s) you want to add to the hotlist and click the Add to Hotlist button.
Choose whether you want to:
Add the records to an existing hotlist, or
Create a new hotlist.
If you create a new hotlist, choose whether you want to share it with your teammates.
Note: You can also create hotlists from the Recruit CRM Chrome Extension.
How to access your hotlists
Open the relevant record type, such as Candidates, Contacts, Companies, or Jobs.
Click the Quick View button at the top-left of the screen.
Select the relevant hotlist category to view your saved hotlists.
For example, when viewing Candidates, you can access your Candidate Hotlists. Similarly, you can access Contact, Company, and Job Hotlists from their respective sections.
Conclusion:
Hotlists provide a convenient way to organize related records, quickly access them, share them with your team, and perform bulk actions when needed.