What
Mercury Search allows you to add Candidates directly to Hotlists for quick and easy access from the CRM.
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, 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.
3. 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 three ways to view Hotlists and Candidates associations:
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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