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- Navigate to Visitors > Filters
- Create a new filter or edit an existing one
- Enable the Org Type filter
Using Org Types with the Hot Prospects Dashboard
The Hot Prospects dashboard (Prospects > Hot Prospects) is a list of prospects sorted by priority. The dashboard excludes people who fall into the Employee and Customer Org Types by default; however, these default values can be removed and other Org Types can be added. To add Org Types that should be excluded from the Hot Prospects dashboard:
- Navigate to Settings > App Setup > Lead Qualification > Hot Prospects
- Add new Org Types in the Exclude Org Types section
