"Shortlists", often called "tear sheets" in other systems, are interactive lists of candidates potentially applicable to a given search.
For example, if you are researching potential candidates for a specific Sales Director role, you can use shortlists to narrow down an initial list of dozen of candidates to just a few of the most appropriate. One narrowed, these newly created shortlists can quickly be dropped into the pipeline.
Shortlists can be created and added-to in a number of ways.
From the Contacts menu:
From inside any given contact record:
- From search:
Filtering by Shortlists
Shortlist can be accessed from back in the Contacts grid. Selecting a shortlist shows a filtered view of the grid containing only the shortlisted records.