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 
  • 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
  • If you want this Hotlist to be shared with all other users on your account, check the box to Share with Agency
  • Click the Create Hotlist button when complete