What
Adding Contacts to hotlists can be actioned with a click of a button from the Contacts view.
From the Contacts focus on the site map, one or multiple contacts can now be added directly into as many of your Hotlists as desired.
From the Contacts focus on the site map, one or multiple contacts can now be added directly into as many of your Hotlists as desired.
Where
Home > Contacts > Select Contact(s) > Top Ribbon bar > Add to Hot List(s)
How
To add Contacts to a Hot List, select the blue check box of the contact(s) and click Add to Hot List(s) in the top ribbon. NOTE: The Add to Hot List(s) button will not appear until at least one contact has been selected.
To find a list of all of your available Hotlists, hit the Enter key or click the magnifying glass icon. Alternatively, to find a specific Hotlist starting typing the title, as seen on the example below.
At the bottom of the above window, click the Add button to finalise the action.
These people will now be added to your Hot List(s).