"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.

Creating Shortlists

Shortlists can be created and added-to in a number of ways.

  1. From the Contacts menu:

  2. From inside any given contact record:

  3. 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.