Copying Records From One Hotlist To Another

TE Recruit’s Hotlists give you quick and easy access to custom lists of People, Company, or Job records. Records can be copied from one Hotlist to another at any time.

To copy records from one Hotlist to another:

• Navigate to the corresponding Hotlist from the Sidebar in the top right corner of the software
• Check the boxes to the left of the records you wish to copy

• Click to expand the Action menu at the top of the list and select Add to a Hotlist

• To copy the records to an existing Hotlist, find and select the appropriate Hotlist(s) you wish to add the records to
  • The list will default to show Hotlists that belong to you specifically (Hotlists where you are listed as the Owner)
  • Select Shared Hotlists if you wish to view a list Hotlists that have been shared across the firm
  • You can also utilize the Find box to locate the appropriate list

• To add the record to a new Hotlist, click the Create New link in the bottom left corner

• Once you’ve selected the appropriate Hotlist(s), select the corresponding Category you wish to drop them into, if applicable
• Click the Save button when complete