The win-back list
Accounts that stopped buying more than six months ago and are not on the daily list.
Optional
Off until an owner turns it on in Settings, Features. It is on every plan.
Each shows its last order, what it used to spend, the lines it bought, and the last contact and outcome. Filter by spend and line, and assign several at once for a win-back push.
Draft a win-back drafts a message from those facts, within your save playbook.
- Where
- Win-back, linked from Accounts.
- Who
- Owners, managers, branch managers and reps; a rep sees their own accounts.