Hotlists are like online filing cabinets where you can store and categorize records. The Hotlist function gives you quick and easy access to custom lists of People, Company, or Job Order records.
In the new version of Top Echelon Recruiting Software, you also have the ability to further group and organize your records within each list through the use of custom Hotlist categories. In this Training Tuesday webinar, we cover:
- Creating Hotlists
- Example use cases for Hotlists, including business development/managing your sales funnel
- The different ways to add records to a Hotlist
- Searching within Hotlists
- The actions you can take within Hotlists