Groups in Shortlist help you to organize your talent with like characteristics. Group names and attributes are entirely customizable and can be created to fit your organization and work style.
Talent can be added to multiple groups to make searching by different criteria as easy as possible.
For example, there are times where you may want to start your search by looking for external talent in a specific location, yet other times, you may want to start by looking for a specialty. By creating some groups based on location and others based on specialty, you can search by either.
Under the Groups page, you can select multiple groups and take the following actions
- Add talent
- Add all talent from the group to an opportunity
- Edit the group
- Delete the group (but not the talent within the group)
- Set relationship managers for the group
Next up: Creating Groups & Adding your Talent