Win-back

Atom looks through your CRM for deals you lost a while ago and drafts a short email to each person, asking whether things have changed. Nothing is sent until someone approves it.

What Atom looks at

• Deals marked lost between the start and end you choose under Settings (Win-back).
• The person on the deal, the lost reason and the latest notes, so the email shows you remember the conversation.
• What you quoted, for your reference only. Atom never puts a price in an email, and the usual checks would stop it if it did.

People who have unsubscribed, customers, open deals and anyone marked do not contact are never suggested.

Atom looks once a week, or straight away with Look for lost deals now on Win-back.

Your own mailbox

Win-back emails go from the salesperson's own mailbox, so they arrive from someone the person already knows. Each salesperson adds their own address under Mailboxes (Your own mailbox, for win-back). Atom never sends anything else from it, and the usual safety checks still apply.

Approving

Open Win-back, read the draft, edit it as you like, and select Approve and send. The salesperson whose mailbox it goes from, or an owner, can approve it. Dismiss means Atom will not suggest that deal again.