Engagement Level for Accounts in the Interaction Summary of Account Hierarchy Subview

Engagement Level column is added to the Interaction Summary sub-tab inside the Account Hierarchy subview to identifying accounts that needs more attention. 

If a seller sees that an account is Lonely or Moderately Engaged, they can be alerted to the fact that they need to increase their engagement with the account. This could be due to a number of factors, such as the account being in a dormant state or the seller not having enough time to focus on the account.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You need to run Generate Sales Insight Facts ESS batch job to get the values in Engagement Level column. You can also enable Engagement Level field in the header of the Account in the foldout page