The article covers the following topics:
- What is Pay Attention view?
- Using Pay Attention view
- ‘Insights’ column
- ‘Action’ column
- ‘Follow up 7 day default’ column
- ‘Next Steps’ column
- ‘Last action’ column
- ‘Last action date’ column
What is Pay Attention view?
When Amity is up and running, and constantly collecting new information about your customers, there are many pieces in motion all the time—this can be hard to keep track of. The Pay Attention view distills all of the important changes and displays it in one location, where you can take action and follow up accordingly.
When an account becomes Red or Yellow for the first time, it will show up in your Pay Attention view. You will investigate, decide what to do about it, and record your actions right there. The account then disappears from the View for a week. If it is still unhealthy at that time, it will return for you to take further action.
Every day, you will start with a short-list of accounts that are due for attention ‘today’. By the end of the day, ideally, that list will be empty: you will have handled everything you need to handle today and nothing falls through the cracks.
You can rearrange and/or change the columns you see by editing the view. You can also add other criteria for paying attention, such as ‘Renewing Soon’.
Using Pay Attention view
You can see all the insights and health levels regarding an account in this column. To see all the insights, you need to extend the width of this column.
The accounts you see in this view require some kind of action so they can be removed from the list. When you fill out an action, Amity creates a completed task for you (viewable in the list of completed tasks in the account’s profile) and the account will disappear from your view for 7 days (as per the "7 day follow up" column).
Note: The action becomes a completed task so that:
- There won’t be a pile-up of incomplete tasks for your accounts;
- Amity sees that you performed an action on an account (such as sending an email or making a phone call) and will continually remind you to follow up with the client every 7 days, until they are no longer in red/yellow health. The account re-appears for follow up if it’s still in danger of attrition.
‘Follow up 7 day default’ column
When you take an action, the account disappears from the view for the number of days specified by you. You can override the 7 day default by clicking on the column and selecting a date from the date picker. Amity will not show that account in your Pay Attention view again until that date you set.
‘Next Steps’ column
You can fill in the “Next Steps” column to make notes for yourself or your team concerning the actions you will need to take the next time you log into Amity.
‘Last action’ column
This column shows you the last action taken on an account by your team.
‘Last action date’ column
This column tells you the date on which the last action was taken.