Creating a New Hotlist
Hotlists allow you to create custom lists of People, Company, or Job Order records. Think of a Hotlist as like an online filing cabinet where you can store and categorize records.
To create a new Hotlist:
- Expand the Sidebar in the top right corner of the software and click on the Hotlist icon Hotlist icon
- Click on the +Add a Hotlist link at the top of the Sidebar
- Select the Hotlist Type (will this Hotlist contain People, Company, or Job Order records?)
- Give your Hotlist a Name
- Select a Hotlist Owner if applicable
- Set your Share With Users permissions for this Hotlist
- Select = allows you to select the specific user(s) who will have access to this Hotlist
- All = shares the Hotlist will all other users on your account
- None = the Hotlist will only be accessible to you
- Click the Create Hotlist button when complete
- You can now access this newly created Hotlist from the Hotlist icon in the Sidebar at any time
- Click here to learn how to add records to your newly created Hotlist