What does “Clients Activated” mean?
In pipeMOTION™, Client Activated means a contact has been added to your active pipeline for closer review.
An activated client is a contact with relevant business communication activity connected to a possible next step, active conversation, follow-up, task, or deal-related process.
This helps you focus on contacts that may need closer attention, instead of reviewing every contact in your database the same way.
Clients Activated vs. Clients Nurtured
Your Clients Nurtured list represents your broader relationship pipeline. These may include past clients, prospects, referral partners, professional contacts, and other business relationships you want to stay connected with over time.
Your Clients Activated list is a smaller group of contacts with more current or relevant pipeline activity.
A contact can be both nurtured and activated. Activation does not remove the contact from your broader relationship pipeline. It simply adds the contact to your active pipeline for closer review.
How a client may become activated
A client may become activated when pipeMOTION™ organizes relevant communication activity connected to possible pipeline movement or follow-up review.
This may include:
A new inquiry
A recent reply
An active conversation
A request to connect
A follow-up that may need review
A task connected to the contact
Communication related to buying, selling, investing, renting, or another business process
What changes after a client is activated
When a client is activated, pipeMOTION™ helps you review the contact’s pipeline activity more easily.
This may include communication activity, follow-up activity, related tasks, and possible next steps for you to review.
For activated clients, pipeMOTION™ helps organize the context so you can decide what action, if any, to take next.
Can I move a contact to Clients Activated manually?
Yes. You can move a contact to Clients Activated when you want to treat that person as part of your active pipeline.
You can also remove a contact from Clients Activated if they no longer need closer review.
Removing a contact from Clients Activated does not remove them from your broader relationship pipeline.
Why Clients Activated matters
Clients Activated helps you focus your attention on contacts with more current or relevant pipeline activity.
Instead of manually searching through your entire contact list, pipeMOTION™ helps organize active pipeline activity so you can review the context more clearly.
You stay in control
Clients Activated does not mean pipeMOTION™ makes decisions for you.
It helps organize relevant communication activity so you can review the contact, understand the context, and choose the next step.