Managing Hotlists

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To access your Hotlists, expand the Sidebar and click on the Hotlist icon in the top right Toggle between ‘My’ and ‘All’ Hotlists at the top of the Sidebar Use Stages to categorize records within your Hotlist To create a new stage, click the +Add a New Stage link at the top of the Hotlist To edit Hotlist name, visibility or stages, click the edit link in the top right corner of the Hotlist To take action on your Hotlist records, use the checkboxes to select the appropriate records and click the Select an Action drop-down menu at


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