Adopt Customer Filters

Easily filter trial prospects by time or opportunity so you can focus your efforts.

Filters section: This allows you to filter your customers by:

1. All

2. New

3. At Risk

4. Engagement Decreased

5. Engagement Increased

Technical details:

• New: Subscriptions that AdoptStartDate (entered Adopt phase) has within the last 7 days

• At Risk: Subscriptions that have CustomerEngagementLevel is Very low or None

• Engagement Decreased: Subscriptions where CustomerEngagementLevel decreased last week compared to the week before.

• Engagement Increased: Subscriptions where CustomerEngagementLevel increased last week compared to the week before.