The Lists feature in Heartbeat AI helps you organize, track, and manage your contacts efficiently. You can create, edit, and delete lists to streamline your recruitment or outreach process.
Creating a New List
- Navigate to the Lists page from the top menu.
- Click "Add New List" in the top right corner.
- Name your list and save it—your list is now ready for candidates to be added.
Adding Candidates to a List
- From the Search page, select candidates you want to save.
- Click "Add to List" and choose an existing list or create a new one.
- The selected candidates will now be stored in your chosen list for easy access.
Managing Your Lists
- View all your lists, including system-generated ones (e.g., Qualified Candidate, Contacted – Not Interested, Could Not Connect).
- Click on any list to see the candidates inside.
- Remove or update candidates as needed.
Deleting a List
- Navigate to the Lists page.
- Locate the list you want to delete.
- Click the trash icon next to it.
- Confirm the deletion—please note this action is permanent.
Best Practices for List Management
- Organize Efficiently: Use clear, descriptive names for your lists to easily track progress.
- Keep It Updated: Regularly review and update lists to reflect the latest candidate interactions.
- Use System Lists: The default lists help categorize outreach status, making follow-ups more effective.
Need help? Reach out to our support team via live chat or email us at [email protected].