BizCortex documentation

Reactivation

Rules propose lists of lost deals and dormant contacts; you review and approve them.

Open the Sales app and click "Reactivation" (specialist page). A rule only proposes. Nobody is called until you review a list and approve it with your confirmation, monthly lists too.

Reactivation
Screenshot of this screen

Who can use this

  • Owner
  • Administrator
  • Sales
  • Viewer (read only)

Steps

  1. 1. Create a rule

    Click "New rule". Enter a name and choose the kind. Set the minimum months since the last contact, the stages, exclusion keywords, the source and the schedule ("Manually only" or "Build a list for review every month"). Click "Create rule".

  2. 2. Build a list

    Click "Build list". When it is ready, click "Open list" or "Review".

  3. 3. Review

    Use the tabs Proposed, Excluded, Taken out, Approved and All. Click "Take out" or "Put back". Exclusions for an opt out or a clear no cannot be undone.

  4. 4. Approve

    Click "Approve". Enter the campaign name, who takes the meetings and whether to start right away. Read the confirmation text (at least 20 characters), tick it and click "Approve N contacts". Each contact gets a legal basis valid 90 days and joins a reactivation campaign.

  5. 5. Discard

    Click "Discard list" to drop a list.

  6. 6. Revisits

    Contacts who asked to be called later appear under "Revisits" with the due date. Click "Cancel revisit" to remove one.

Fields and options

Kinds

Dormant open contacts, Lost deals, Lost deals from HubSpot, Existing customers, Revisits.

Months

At least 3, at most 120. A freshly lost deal is no reason to call.

Exclusion keywords

Up to 20, in addition to "kein Interesse", "nicht mehr kontaktieren" and "do not contact".

Exclusion reasons

Opted out, Clear no, Refusal in the lost reason, Contact in the last 30 days, Follow up sequence running, Call already scheduled, Number does not exist, No phone number, Duplicate on the list, On another list.

List status

Building, For review, Approved, Discarded, Failed.

Good to know

  • A list holds at most 2000 contacts.
  • Approval does not assume consent to email.

Related

  • Pipeline and stages

    Every contact after the first call with its stage, next step, sequence and meeting.

  • Campaigns

    Group contacts and spread the calls over the permitted calling window.