Account Status tags in Sales & Success Center
Learn about status tags in the Sales and Success Center and how to use them.
Unread Activity - When a client (Business Center user) takes any action in Business Center (views packages, etc) it will add this to their activity feed on that account. Until you view that activity, it will be marked as Unread Activity.
Account Created - This would be a tag added to any newly created accounts so you can filter by these.
In Progress - This is the default state whenever you take action on an account
Ready to Sell - This happens if the account ‘Goes Hot’ (client opens an email, clicks through an email, opens a product in Business Center)
Follow-up Needed - This is a tag that can be added when you log sales activity. When you are logging activity, there is a ‘Follow-up required’ checkbox that, when used, will add this tag to an account
Closed Won/Lost - Sales and Success Center allows you to create an opportunity under an account. This would be for you to document any potential sales and what they would entail. Once they are done with that opportunity, you can make it as either Closed Won (made the sales) or Closed Lost (didn’t complete the sale). Once you do mark it as either of these, it will add a tag to the account.