You can determine the website activity your prospects perform that makes them a hot prospect. In order to configure your hot prospect settings:
- Sign in to your Point2 account at www.point2.com
- Click Prospects from the top menu
- Click Hot Prospects
- Click Configure Hot Prospect List
- Click Allow prospects to become Hot again if you want them to be able to be a hot prospect after removing their hot status
- Click Remove Prospects from Hot Prospects list after # of days to automatically remove prospects from the hot list after the time selected
- Use the check boxes to determine which activities will make a prospect hot
- Once you have made all of the necessary selections, click Save
