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
- Activate the Revive Closed-Lost signal in the Signals Library.
- 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
- Auto detect Customer Accounts:
- 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