Sales & Success Center: Account Health

Account health gives you insight into which accounts need a little extra effort to increase your chances of closing a sale and reduce churn. Salespeople can set account health in Sales & Success Center.



Why does it matter?

It's important to keep track of your relationship with your account. Account Health serves as a quick and visible "gut test" of where your account is. For example, if a prospect misses a meeting, fails to pay, or reduces service, you can remove hearts from their account.

How does it work?

  1. Log in to Sales & Success Center
  2. Click on an account
  3. Click the heart rating for the account. This is on a scale of 1 to 5.
  4. Optional – Enter a reason for the account's health
    • We strongly recommend using this field so that it's obvious when viewing an account why you've set health the way you have

Articles in this section

Was this article helpful?
0 out of 0 found this helpful