Description
Never lose track. Use shortlists and saved searches to stay organized and in control.
Entry Points
You can access or create shortlists in two ways:
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Open the menu in the top left and select Main → Shortlists.
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In Search, select more than one record and click the plus icon below the full-text search.
Step by Step
Creating Shortlists
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Select “Shortlists.” A window titled “Lists” will open.
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Either:
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Select an existing shortlist and click “Save,” or
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Enter a meaningful name at the bottom, click the plus icon, and then click “Save.”
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After saving, use the shortcut in the bottom center to jump directly to the shortlist.
Managing Shortlists
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In the shortlist overview, select a list to view its records.
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Use the text filter at the top to filter the list by specific terms.
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Click on columns to sort the list.
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Select one or more records and click the menu icon (three dots) in the light-blue table header to remove them from the list.
Shortlist Actions
In the top right of the shortlist tile, click the menu icon (three dots) to:
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Create a mail campaign based on the shortlist
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Import records from another shortlist
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Export records to another shortlist
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Edit the shortlist name
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Delete the shortlist
Tips & Tricks
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When you open a record from a shortlist, a navigation bar appears at the top center. Use it to move through all records, perfect for call lists. You always have all information at hand and can quickly return to the list.
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Please note that the maximum size of a shortlist depends on the attachments of your candidates, contacts, etc. The limit is approximately 450 MB.