Managing Hotlists
Hotlists are like online filing cabinets where you can store and categorize records. They provide quick and easy access to custom lists of People, Company, or Job records. You also have the ability to further group and organize your records within each list through the use of custom Hotlist categories.
Click here to learn how to create and add records to a Hotlist
Accessing Hotlists
- Expand the Sidebar in the top right corner of the software and click on the Hotlist icon
- The 20 most recently modified Hotlists will be displayed for each record type
- Click on the name of the Hotlist you wish to view or use the Find box to locate the appropriate list by name
- Toggle between Shared With Me and Owned By Me at the top of the Sidebar
Hotlist Categories
Categories are used to organize records within a Hotlist. Each Hotlist can have its own set of custom categories.
Creating a new category:
- Click the +Add New Category link at the top of the Hotlist
- Give your new category a Name
- Press the Enter key on your keyboard to save your new Hotlist category
Moving a record to a different category:
- Navigate to the Current Category column
- Select the category you wish to move the record to from the dropdown
Editing Hotlist Name, Owner, Visibility, or Categories
- Click the Edit/Delete link in the top left corner of the Hotlist
- Edit the Hotlist Name and Owner at the top of the Edit screen
- Edit the list's visibility via the Share With Users toggle
- 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
- You can also add, edit, reorder, or delete Hotlist categories from this page
- To add a new category – click the Add Category button at the bottom of the list
- To delete a category – click the trash icon to the right of a category name
- If you have records in that corresponding category, you’ll be asked to select which category you want those records moved to
- Note: this is a permanent action and cannot be undone
- To edit a category name – click in the text box of the category you wish to edit and many any necessary changes
- To reorder categories – click and hold the icon to the left of a category name to drag it to the appropriate place on the list
Click the Save button in the bottom left corner of the page to save all changes on the Edit screen
Performing Actions on Your Hotlist Records
- Use the checkboxes to the left of each name to select the appropriate records
- Click to open the Action menu at the top of the Hotlist and choose from the following actions:
Customize Your Hotlist View
Customize the way you’re viewing the data within your Hotlist through the use of view preferences and sorting columns