Growing your accounts

Win-back

Give closed-lost deals a second chance, with the reason you lost them close at hand.

Why win-back exists

Every lost deal in Revari carries a loss reason (it's required at close), and the Win-back desk brings those lost prospects and accounts back in front of you, ready for another try.

Working the list

Review lost records grouped by reason. Lost on price last year? Budgets reset and needs change. Pick your moment, re-approach, and move the record back into the pipeline like any other deal.

  • The Reasons view shows which loss reasons cost you the most, so you can fix the cause as well as win deals back.
  • Active win-back efforts have their own view, so coming back to lost deals becomes a regular habit.

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