Big Biller Help Center

Hotlists

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Deleting a Hotlist

  • Navigate to the corresponding Hotlist
  • Click the Edit link in the top left corner of the page, under the Hotlist title
  • Click the Delete link at the top of the edit page
    • Please note: deleting Hotlists is a permanent action and cannot be undone
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Copying Records From One Hotlist To Another

  • Navigate to the corresponding Hotlist through the Sidebar
  • Check the boxes to the left of the records you wish to copy
  • Expand the Select an Action drop-down and select Add Selected to a Hotlist
  • Select the Hotlist(s) you wish to add the records to and click Save when complete
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Creating and Adding Records to a Hotlist

  • There are several different ways to add candidates to a Hotlist:
    • From a Datasheet
      • click the pencil icon in the top right corner of the Hotlist card
    • From a list (search results, Hotlist, or another Pipeline)
      • select the records you wish to add, click to expand the select an action drop-down menu and select Add to a Hotlist
    • Directly from an existing Hotlist
      • navigate to the corresponding Hotlist and click the +Add People link at the top of the list
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Moving Hotlist Records to a Different Category

  • To move records one at a time:
    • Locate the Current Category column and select the category you wish to move the record to using the drop-down
  • To move multiple records:
    • Use the check boxes to select the appropriate records
    • Click to expand the Select an Action drop-down and select Move Selected to Category
    • Select the category you wish to move them to and click the Save button
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Searching Within a Hotlist

  • Navigate to the corresponding Dashboard and click on the Advanced search 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 OR click the link to Select from List
  • Enter your additional keywords and/or criteria and click the Run search button when complete
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Sorting Columns

  • Navigate to a page within the software that uses Big Biller’s grid view
    • Ex – Dashboards, Search Results, Hotlists, etc.
  • Click on the column header you wish to sort by (ascending)
  • Clicking on the column a second time will sort the data in descending order
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