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Adding to Static Views (Saved Lists)


To add a Company, Contact, Candidate or Job Record to a Static View, please follow the steps below

  1. Locate any Company, Contact, Candidate or Job Record.  Hint:  You can select multiple records at the same time
  2. Click on the ‘More Actions’ button and select ‘Add to Saved list  >  Selected’
  3. A new window will pop up
  4. Locate the desired Saved List under My Views
  5. Click ‘Save’

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