Searching within a Hotlist will allow you to quickly get your hands on a specific group of records within that list. This functionality allows you to further drill down or narrow your Hotlist based on specific criteria.
To search within a Hotlist:
- Navigate to the corresponding Dashboard in the Main Navigation Bar
- For this example, we’ll run a search within a People Hotlist
- Click on the Advanced link to the right of the search bar
- Locate the Hotlist card and enter the name of the list(s) you wish to search within, click the link to Select from List
- Enter your additional keywords and/or criteria to narrow the results
- Click the Run Search button in the bottom left corner of the page when complete