Please see our recommended playbooks and our suggested contact property criteria for each

Segmented Playbooks - Notify Owner & Sequence Job Changer

(1) Past Champion Joined ICP Account

• UG - Past Contact Relationship = “Closed Won Opp Contact” OR “Champion”
• Last Activity Date is unknown
• UG - Works at Target Account = “Yes” OR UG - Works at ICP Account = “Yes”
• UG - Job Started Date is less than “365 days ago”

(2) Past Open Opp Contact Joined ICP Account

• UG - Past Contact Relationship = “Open Opp Contact”
• Last Activity Date is unknown
• UG - Works at Target Account = “Yes” OR UG - Works at ICP Account = “Yes”
• UG - Job Started Date is less than “365 days ago”

(3) Past Closed Lost Opp Contact Joined ICP Account

• UG - Past Contact Relationship = “Closed Lost Opp Contact”
• Last Activity Date is unknown
• UG - Works at Target Account = “Yes” OR UG - Works at ICP Account = “Yes”
• UG - Job Started Date is less than “365 days ago”

(4) Past End User Joined ICP Account

• UG - Past Contact Relationship = “User”
• Last Activity Date is unknown
• UG - Works at Target Account = “Yes” OR UG - Works at ICP Account = “Yes”
• UG - Job Started Date is less than “365 days ago”

(5) Past “worked at customer” Joined ICP Account

• UG - Past Contact Relationship = “Customer Contact”
• Last Activity Date is unknown
• UG - Works at Target Account = “Yes” OR UG - Works at ICP Account = “Yes”
• UG - Job Started Date is less than “365 days ago”

Segmented Playbooks - Notify Owner and Email Job Changer

(6) Past Champion Joined Open Opp Account

• UG - Past Contact Relationship = “Closed Won Opp Contact” OR “Champion”
• Last Activity Date is unknown
• UG - Works at Open Opp Account = “Yes”
• UG - Job Started Date is less than “365 days ago”

(7) Past Evaluator Joined Open Opp Account

• UG - Past Contact Relationship = “Open Opp Contact” OR “Closed Lost Opp Contact”
• Last Activity Date is unknown
• UG - Works at Open Opp Account = “Yes”
• UG - Job Started Date is less than “365 days ago”

(8) Past End User Joined Open Opp Account

• UG - Past Contact Relationship = “User”
• Last Activity Date is unknown
• UG - Works at Open Opp Account = “Yes”
• UG - Job Started Date is less than “365 days ago”

(9) Past “Worked at Customer” Joined Open Opp Account

• UG - Past Contact Relationship = “Customer Contact”
• Last Activity Date is unknown
• UG - Works at Open Opp Account = “Yes”
• UG - Job Started Date is less than “365 days ago”

(10) Past Champion Joined Another Customer

• UG - Past Contact Relationship = “Closed Won Opp Contact” OR “Champion”
• Last Activity Date is unknown
• UG - Works at Customer Account = “Yes”‍
• UG - Job Started Date is less than “365 days ago”