/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:
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.