ClienTracker's proprietary Hotlist™ technology lets you easily create custom lists on the fly, allowing you to always have frequently accessed records at your fingertips. Create an unlimited number of hotlists, add an unlimited number of records to each, even add the same record to multiple hotlists.

Benefits:

- Build lists on the fly and add records to them with a few clicks
- Access frequently-viewed records from any ClienTracker screen
- The ideal compliment to ClienTracker's keyword search and advanced query functions

Details:

Easily Build Lists of Frequently Accessed Records - Every salesperson's clients and contacts can be grouped into specific lists. Hotlists allow you to easily create these lists, and add or remove records from them with a couple of clicks. For instance, if you sell software, you may want to classify your prospects by budget. If you have a prospect (or several prospects) with a budget of less than $1 million, you can quickly add them to your "$1 million budget" hotlist, for quick access in the future.
Hotlists can be Shared or Private - Keep some hotlists private and shared others with your sales team. This allows you to keep your best prospects to yourself if you prefer, while building large, robust, shared lists with the others on your team.
Export for Bulk Mail or Email - Your hotlists can be easily exported for use in a direct mail or bulk email campaign.

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Please contact us today with any questions about ClienTracker.