Purpose
This procedure outlines how to access the CRM's auto-generated retention list, The First Wheel, filter the list to identify accounts that meet the current outreach criteria, and work those accounts by contacting the merchant and documenting the outcome.
ⓘNote: This report is not precise and does not account for account ownership. The current outreach criteria are accounts that have stopped processing for more than 7 days and have an average profit above $60. The $60 profit filter must be applied manually in Excel after exporting the report because the CRM report does not screen for this criteria.
On this page
1
Access the Report
- In the CRM, navigate to Custom Reports.
- Click Retention V2.
2
Configure the Report Filters
- Set the Inactive Days filter to 7.
- Set the report condition to Less than or equal to.
- Set the date range to Custom Range covering the last 7 calendar days.
3
Generate and Sort the Report
- Click BEGIN to generate the report.
- Click AVG PROFIT OF LAST 90 DAYS twice to sort the report from highest to lowest.
- Click ACTIVITY on any record to view its details.
4
Export the Report
- Click EXPORT.
- Download the report as a CSV file.
5
Prepare the Data in Excel
- Open the downloaded CSV file.
- Remove unnecessary columns and keep a clean copy for your records.
- Apply the $60 average profit filter in Excel.
- Work only the accounts with an average profit above $60.
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