Status and Engagement
Spiro uses Artificial Intelligence to help users understand how they are engaging with accounts overall as well as individual contacts. For opportunities, Spiro helps users understand which open opportunities there is engagement with and which need attention or may be at risk. These fields are populated using Artificial Intelligence and can not be changed by Spiro users. These fields do not update in real time; they update once daily.
Company and Contact Engagement
On company and contact records in Spiro, there is a field called Engagement that give users a status indicator based on communication. The values are:
Uncontacted: No activity for the Contact and Company
Attempted: Outbound interactions but no success
Contacted: Some type of successful engagement
Disengaged: There has been activity in the past, but there is no recent activity during the last 14 days
On the opportunity record in Spiro, there is a field called Status that helps users understand which opportunities are currently engaged and which need more attention or may be at risk.
New: You created a new opportunity, but there is no activity yet!