A hotlist is essentially a pool of records with similar characteristics. You can effortlessly share the hotlists with your team and also perform bulk actions on it.
👨👩👧👦 How to create a hotlist?
In Recruit CRM, you can create hotlists for all entities, including Candidates, Companies, Contacts, and Jobs.
👀 How to access the hotlists?
You can easily access all your hotlists associated with each record type (Candidates/Companies/Contacts/Jobs) by simply clicking on the "Quick View" icon:
Which bulk actions can be performed on the candidates in a hotlist?
You can select the candidate records from any hotlist and assign them to jobs, ask them to update their profile in Recruit CRM, send them an email, add notes, update the data field, and enroll them in an email sequence.
➕ How to add candidates to a hotlist from the list page?
1. Select candidates that you want to add to a hotlist and click on the 'Add to Hotlist' button from the header bar:
2. It will give you an option to either add them to an existing hotlist or create a new one:
3. Choose the relevant option and click on the 'Add to List' button.
You also have the option to display the 'Hotlist' as a column on the list pages of candidates, contacts, jobs, and companies. Once enabled, an icon will appear providing quick access to view all 'Hotlists' associated with each respective record. Additionally, you can run an Advanced Search based on the 'Hotlist' column.
➖ How to remove candidates from a hotlist?
Navigate to the desired hotlist, select the records that you want to remove from it, and click on the 'Remove from Hotlist' button from the header bar:
🗒️ How to export candidates within a hotlist to a CSV/Excel sheet?
Select the candidates within a hotlist that you want to export and click on the 'Export' button from the header bar:
How to delete candidates from your database?
If you wish to delete candidates from your database, you can delete them from inside a hotlist as well. Just select the candidates and click on the trash 'Delete' icon:
Please note that once you delete any candidate, they will be permanently deleted from your database.
🖇️ How to rename an existing hotlist?
By default, only the account owner and the Hotlist owner can edit Hotlits. However, if you're in the Business Plan, you can create a custom role with permission to edit Hotlists owned by other teammates:
Click on the blue "View/Edit Candidate Hotlists" button inside your "Quick View"
You'll be redirected to a list of all the hotlists in your system, click on the pencil icon on the right of your desired hotlist.
Rename the hotlist and click on the 'Update Hotlist' button.
You can further streamline your hotlist management in Recruit CRM by utilizing the search bar to quickly locate specific hotlists or applying filters based on parameters such as 'Created by', 'Created on', and 'Updated on':
❌ How to delete any hotlist?
By default, only the account owner and the Hotlist owner can delete Hotlits. However, if you're in the Business Plan, you can create a custom role with permission to delete Hotlists owned by other teammates:
1. Click on the blue "View/Edit Candidate Hotlists" button inside your "Quick View"
2. You'll be redirected to a list of all the hotlists in your system, click on the trash icon on the right of the hotlist you wish to delete.
3. Click on 'Yes' to confirm the deletion.
Please note that deleting a hotlist does not delete the records inside the hotlist.
Hope this helps!