Help CenterSignals
Revive Closed Lost
Revive Closed Lost

What is it?

The Revive Closed-Lost signal helps re-engage accounts that evaluated in the last 6-24 months but did not purchase, ensuring no opportunity is forgotten.

How it works

  1. Activate the Revive Closed-Lost signal in the Signals Library.
  2. Upload closed-lost accounts using one of the methods below:
  • We recommend the first option, Auto-collect from CRM. If you choose this option, we collect based on the following:‍
    • Auto detect Customer Accounts:‍
      • get all accounts that have a closed won opportunity in the last 3 years - and get the newest "CloseDate" for each account (only considering Closed Won Opportunities)
      • get all accounts that have a closed lost opportunity in the last 3 years - and get the newest "CloseDate" for each account (only considering Closed Lost Opportunities)
    • Add an account to the customer list,
      • if there is no closed lost of this account, OR
      • if the last Closed Won was in the last 12 months, OR
      • if the last Closed Lost is longer ago than the last Closed Won‍
    • Auto detect Closed Lost 6-24 month:‍
      • get all accounts that have a closed lost opportunity in the last 2 years - and get the newest "CloseDate" for each account (only considering Closed Lost Opportunities)
      • get all Customer Accounts(see above)
      • get all Open Opp Accounts
    • Add an account to the Closed Lost list,
      • if it is not in the list of Customers, AND
      • if it is not in the list of Open Opp Accounts, AND
      • if the newest CloseDate (of a closed Lost opp) is older than 6 months ago‍
  • If you prefer to upload a Salesforce Report, it should be an Account report including Accounts with Closed Lost Opportunities in your desired timeframe (that are not customer and not open opp account). Include the fields:
    • Account Id
    • Account Name
    • Domain/URL
    • (optional) LinkedIn
    • (optional) Owners
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