Build a saved list view that shows which customers need attention — and how long they've needed it.
Build the at-risk list
- Go to the Companies tab.
- Click the Columns icon and enable these fields from the Customer Management group:
- Health Status
- Days In Health
- Reorder or remove columns as needed so the list is easy to scan.
- Click the Health Status column header and filter to Poor.
- Click the Days In Health column and set the minimum value to 7.
- Click Save as new list in the yellow banner and name it something like _At-risk customers: 7+ days_.
You now have a list of customers who have been in poor health for more than a week — not just the ones who dipped yesterday.
Click the Star icon on the saved list to pin it to your home tab and your Morning Coffee Report.
Sharpen the filter
Add any of these columns to narrow the list further:
- Days since last activity — nobody has touched the account recently
- Total Pipeline or Won Deals value — focus on the accounts worth the most
- Any custom fields specific to your business
The list updates automatically as your data changes. There's nothing to refresh.
The same fields work in the Deals list view, which is useful if your account management and sales teams work separately.
Need help? Contact support at customercare@pipelinecrm.com.