Creating a New Hotlist Category

Hotlists give you 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. Each Hotlist can have its own set of custom categories.

To create a new category:

• Navigate to the corresponding Hotlist
• Click the New Category button at the top right of the Hotlist
• Give your new category a Name
• Press the Enter key on your keyboard to save your new Hotlist category