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

Opportunity Status

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!

Working: One-way outbound communication with the Key Contacts* associated with your opportunity (outbound emails, left voicemail etc)
Engaged: Two-way communication with the Key Contacts* associated with your opportunity (inbound emails, inbound calls, met in person etc)
Stalled: Engagement/activity stops for past ~2 weeks
Won: Opportunity is marked as Won sales stage
Lost: Opportunity is marked as Lost sales stage

Still need help? Contact Us Contact Us