The Sub-Accounts tab takes your analysis a level deeper, allowing you to track behavioral analytics for every single account in your portfolio.

This update unlocks visibility into the following areas:

• Account-Level Health: Instantly see which companies are engaging and which are at risk of churning.

• Smart Filtering: Sort by status to prioritize your outreach.

• Automated Actions: Trigger workflows directly from the dashboard to re-engage customers.

Key Features

• 🚦 Smart Account Statuses
  We classify every sub-account based on their recency of login:

  • Active: Logged in within the last 7 days.

  • At Risk: No login for 7–30 days.

• ⚡ Add to Workflow (Bulk Action) Need to take action? Select multiple sub-accounts and click "Add to Workflow" to instantly enroll them in an automated email sequence or task list. This is perfect for re-engaging "At Risk" clients or sending rewards to "Active" ones.
  

  

• 🔍 Granular Filtering Easily sort your list by status to generate a prioritized call list for your CSMs or Sales team.
  

  

Why it Matters

1. Proactive Risk Mitigation
   Don't wait for a cancellation email. If a high-value account slips into "At Risk" status, you can trigger a re-engagement workflow immediately.

2. Prioritize Your Day
   Stop checking in on everyone randomly. Focus your energy on the accounts that actually need help.

Targeted Upsells
Identify "Active" accounts that are ready for the next level of service.

Need help with your Login Activity?

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