Configure Hot Prospect triggers

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
  • Click Prospects from the top menu
  • Click Hot Prospects
  • Click Configure Hot 


  • 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 removeprospects 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


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