Follow

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 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

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request