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Spot and Support At-Risk Customers

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Joss Rodriguez
Updated 1 day ago
Keeping your customers happy is the name of the game. In Pipeline CRM, you can easily spot which customers might be slipping away and take steps before it’s too late. With a few smart filters and a dash of deal intelligence, you’ll know exactly who needs extra attention—no detective hat required.

Step 1: Set Up Your At-Risk Customer List View

Follow these steps to create a list that highlights customers at risk:
  1. Navigate to the Companies section.
  2. Click the Columns icon and enable the following fields located under the Customer Management field group:
    • Health Status
    • Days In Health
  3. Review the List: You’ll see all customers, their health status, and how long they’ve been in that status.
    • Feel free to position the added columns as needed and remove those you don't need.
  4. Filter by Health Status: Click the Health Status column header and filter by low, the red, frowning emoji 😟. This shows only customers currently marked as high-risk.
  5. Filter by Duration: Click the Days In Health column. Set the minimum value to 7.
    Now, you’ll see only those who have been high-risk for more than 7 days.
  6. Save Your List: Select Save as new list from the yellow banner. Name it something like High-Risk Customers: More than 7 days in red health.
Tip:
After saving, click the Star icon to pin this list to your home tab and Morning Coffee Report for quick access.

Step 2: Refine Your Risk Filters

Want to get even sharper? Add these fields to your filter:
  • Days since last activity
  • Total Pipeline or Won Deals value
  • Next Milestone Due or Next Milestone Status
  • Custom fields specific to your business
Your list will update automatically as customer data changes—no manual refresh needed.

Pro Tip: You can use these same fields in the deal list view to spot deals that might be at risk, especially if your account management and sales teams work separately.

Key Takeaways

  • Use filters to quickly identify high-risk customers.
  • Pin important lists for instant visibility.
  • Refine your filters with additional fields for deeper insights.
  • Stay proactive—reach out to customers before risk turns into loss.
If you have any questions or run into any trouble, reach out to our support team at [email protected]
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