Release Date: 25 September 2026
We have introduced a new enhancement under the engagement module create list section, now you can filter out your data for Accounts and Contacts on the basis of inactive clients.
Use case: An agent can filter Accounts and Contacts to identify inactive clients and plan re-engagement campaigns easily.
This helps agents easily identify inactive Accounts/Contacts for follow-ups and improve client retention.
To view the Enhancement:Â
- Navigate to the Engagement.
- Click on Lists.
- You will be redirected to the Engagement> Create List page.
- From the dropdown, select the source as Accounts/Contact whose data you want to view.
- As shown below, you are re-directed to this page.
- Select inactive status of the account.
- Apply the Filters as per your choice and click Apply.
The result displays Account Name with Inactive Status.
