Create and add Candidates to Hotlists in Search

How to add and view Hotlists across Mercury Search and the CRM.

What 

Add Candidates to Hotlists in Search, which can then also be viewed and edited from Mercury. 

 

Where 

Home > Contacts > Search

 

How 

Add Candidates to a Hotlist

1. As you come across Candidates in Search you would like to contact or come back to, click Options > Add to Hotlist. This will add the marker ☆Hotlisted to the Candidate. 


 

2. To add multiple Candidates to a Hotlist at once in in tile view, click Add 30 Candidates to List, the select ☆Add 30 to Hotlist. This selects all results on the current page. If you require fewer, these must be manually unselected.

 

 

3. To add multiple Candidates to a Hotlist at once, change the view to a list view, click Hello, User in the top right-hand side of the window > Select View > List. This view will allow you to check many tick boxes at once to add to a given Hotlist.


 

4. The total number of Candidates hotlisted will show in the bottom right-hand corner of Search with a star symbol. Expand the side panel to see the current hotlist. From here, either select an existing hotlist or create a new one. 
 

 

 

View Candidates in a Hotlist 

There are two ways to view Hotlists and the associated Candidates:

1. From Search: Use the Hotlist filter.
 

 

2. From a Hot List record: top navigation bar > Search. This will open Search with the Hotlist filter prepopulated. 

 

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