#1 : Temporarily add a Tag "Hot opportunity" to leads who have a high score are HOT, and visit a specific page. If this lead is no longer HOT, then the Tags and Points are removed.

Go to Settings>Falcon>Create a New Tag.

Here you can create a logic that contains

  • Predictive score is "HOT"

    AND (optional)

  • Score "more than" X points
    AND (optional)

  • Is tagged with all of "TAG X" and "TAG Y"

Save the tag, and voila!

#2: Notify account owners when one of their lead triggers the "Hot Opportunity" tag

Go to Settings>Falcon>Actions> Create a new action

Here you can create a logic as below:

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