RB2B users can manually tag or untag any identified visitor as a Hot Lead directly from the dashboard.
Benefits of Tagging a Visitor as a Hot Lead
Tagging a visitor as a Hot Lead helps prioritize high-value prospects within your dashboard. This designation can be used to:
Flag key decision-makers or high-intent visitors for faster follow-up.
Help align your sales and marketing teams by clearly identifying top prospects.
Improve workflow efficiency by filtering or sorting for Hot Leads during campaign planning or lead reviews.
How to Tag a Visitor as a Hot Lead
To manually tag a visitor as a Hot Lead in the RB2B dashboard:
Click the "View Details" button next to the visitor’s profile to expand their information.
Under the "Edit Hot Leads Filters" section, select Hot Leads tag(s) that you want to add to the visitor.
Once tagged, this visitor will retain the Hot Lead status and appear accordingly in your dashboard and any relevant reports or exports, ensuring they are highlighted for ongoing engagement.
Note: Manually tagging a visitor does not retroactively send them to any integrations associated with the chosen tag(s).
How to Remove the Hot Lead Tag
If a visitor no longer qualifies as a Hot Lead, you can easily remove the tag:
Open the visitor’s profile by clicking "View Details."
In the "Edit Hot Leads Filters" section, select the Hot Leads tag(s) that you wish to remove from the visitor.
This action will unmark the visitor, and they will no longer appear in filtered views or reports that are focused on Hot Leads. Removing the tag can help keep your lead prioritization list accurate and up to date as lead quality changes over time.