What does “Clients Engaged” mean?
In pipeMOTION™, Clients Engaged refers to contacts with recent communication activity in your pipeline.
A client may be counted as engaged when there has been recent email activity connected to that contact, such as a sent message, a reply, or another communication event within the selected time period.
This helps you understand how many contacts have had recent communication activity, without manually reviewing every conversation.
How Clients Engaged is different from Clients Nurtured
Clients Nurtured refers to contacts in your broader relationship pipeline.
These are contacts you may want to stay connected with over time through helpful, relevant, and value-focused communication.
Clients Engaged refers to contacts with recent communication activity.
In simple terms:
Clients Nurtured shows the broader group of contacts you are staying connected with.
Clients Engaged shows contacts who have had recent communication activity during the selected time period.
How Clients Engaged is different from Clients Activated
Clients Activated shows contacts that have been added to your active pipeline for closer review.
Clients Engaged shows contacts with recent communication activity. It does not necessarily mean a contact is activated or connected to an active deal-related process.
A contact can be engaged without being activated. For example, a contact may reply to a nurturing email, respond to a helpful resource, or exchange a message without needing to be moved into your active pipeline.
What may count as engagement
Client engagement may include communication activity such as:
A sent email
A received reply
A recent conversation
A response to a follow-up
A response to a nurturing email
Other recent communication activity connected to the contact
Why Clients Engaged matters
Clients Engaged helps you see which contacts have had recent communication activity.
This can help you better understand relationship activity across your pipeline and see where communication is happening.
You stay in control
Clients Engaged does not mean pipeMOTION™ makes decisions for you.
It simply helps organize recent communication activity so you can review your pipeline with more clarity.