Re-engage
The Re-engage page (/success/re-engage) is the winback workspace. It surfaces closed-lost opportunities from connected Salesbricks data, scores each one for re-engagement likelihood, and gives the team a prioritized outreach queue.
Live Data Requirement
Re-engage currently requires Salesbricks. If Salesbricks is not connected, the page shows Re-engage is not connected yet with an Open Integrations action.
Unlike Health, Convert, Contracts, Pipeline, and Releases, the current Re-engage component does not expose a demo-mode preview button.
Summary Cards
- Total lost deals - count of closed-lost opportunities.
- Need re-engage - high-priority candidates.
- Should re-engage - medium-priority candidates.
- Lost value - total value of the closed-lost pool.
Live Re-engage Queue
The table shows closed-lost opportunities:
| Column | Meaning |
|---|---|
| Company | Company name and the top score factor when available. |
| Category | Loss or re-engagement category. |
| Score | Re-engagement score. |
| Days since loss | Time since the opportunity was lost. |
| Value | Original deal value. |
| Contact | Contact email or company domain when available. |
Accounts routed in from Health appear with the routed-account banner above the queue.
Detail Sheet
Click a row to open the detail sheet. It shows:
- Category
- Score
- Days since loss
- Deal value
- Lost reason
- Score factors and their impact
- Account context panel when a company domain is available
Score Factors
Score factors explain why an account may be worth revisiting. Common examples include:
- Lost on price but the context has changed.
- Lost on a feature gap that has since been shipped.
- Closed-lost timing is now far enough in the past to justify a new touch.
- Account signals or activity suggest renewed interest.
- Deal value is high enough to justify outreach.
Workflow
1. Review the high-priority queue
Start with Need re-engage and highest deal value.
2. Open the detail sheet
Check the lost reason and score factors before contacting the account.
3. Open account context
Use the account context panel and customer detail page to review recent calls, signals, and contract history.
4. Coordinate the outreach
Route promising accounts into Pipeline when they become live opportunities.
How It Connects to Releases
Re-engage should reuse the shipped-feature coverage from Releases / Close the Loop. If a deal was lost because a requested feature was missing, and that feature is now shipped, the account becomes a stronger re-engagement candidate.
Tip: For the strongest winback message, filter mentally for feature gap reasons and cross-check Releases / Close the Loop. "We shipped what blocked you" is usually more actionable than a generic check-in.