Account Tags

The field Account Tags is a multi-picklist field that can include these values:

• Untouched: There are no activities or opportunities on the account.

• Cur. Effort: There are activities indicating that the sales team is currently reaching out to the account to try to generate a pipeline.

• Past Effort: Some activities seem to indicate the sales team was reaching out in the past, but there has yet to be any recent effort. The threshold between "current" and "past" is 13 weeks by default but can be configured.

• Meeting Scheduled: There is a meeting scheduled

• Meeting, no Opportunity: There was a (qualification) meeting, and you would expect an opportunity should have been created - but there is yet to be an opportunity. This could mean the account was disqualified or the sales rep forgot to create an opportunity.

• Open Opportunity: There is an open opportunity on the account.

• Lost Opportunity: There are only lost opportunities on the account.

• Current Customer: There is at least one Closed Won opportunity, and the "Churned Customer" field is not checked. That must be an existing customer.

• Churned Customer: The field "Churned Customer" is checked. This field is part of Groove and can be set to true according to your business process when a customer churns.

   

Engagement Status

The field engagement status indicates how the customer has engaged due to your outreach effort. It can have these values:

• No engagement

• Past Engagement

• Recent Engagement

   

The threshold between "past" and "recent" is 13 weeks by default and can be customized.
Engagement is indicated by a customer opening an email at least three times (that value can be customized) or replying to an email. A phone call is considered an engagement if a conversation happened.

Adding Account Status to Groove

To make your account status field available to people via the Accounts page, you'll need to toggle on this option found on your Manage My Org page.