Previously created Hot Leads filters can be found by clicking the Hot Leads link in the dashboard menu or by visiting https://app.rb2b.com/filtering/hot_leads.
On each tag you will find the following information:
The tag's name
The date that the tag was created
The integrations to which it is currently connected
The tag's criteria
Categories with defined criteria will appear as green
Categories left blank or defined as "All" will appear as grey
The number of defined (green) categories that must match for a user to be tagged
Enabling / Disabling a Hot Leads Filter
To enable or disable a Hot Leads filter:
Locate the status toggle at the top right of the filter that you wish to modify.
Toggle the status by clicking the toggle until the status changes to the desired state.
Editing a Hot Leads Filter
To edit a Hot Leads filter:
Click the three dot menu on the righthand side of the filter that you wish to modify.
Choose Edit from the menu.
Deleting a Hot Leads Filter
To delete an Hot Leads filter:
Click the three dot menu on the righthand side of the filter that you wish to modify.
Choose Delete from the menu.