Control Center – Sales Management – Relationship Health Types

Purpose

The Relationship Health Types configuration allows Sales administrators to define the classifications used to assess the current quality, stability, and strength of the commercial relationship with an Account.

These values become available in the Relationship Health Type field of the Account’s Segmentation tab, helping Sales teams identify healthy relationships, developing Accounts, and situations requiring attention.

Consistent Relationship Health Types support Account prioritization, relationship monitoring, reporting, and commercial decision-making.

Access Path

Control Center → Sales Management → Account → Relationship Health Types

Overview

A Relationship Health Type answers the following question:

💡What is the current health of the commercial relationship with this Account?

Depending on the organization’s relationship-management model, examples may include:

• Strong
• Stable
• Developing
• At Risk
• Weak
• Inactive

Relationship Health should reflect the current quality of the business relationship rather than the Account’s strategic importance, lifecycle stage, or sales potential.

Relationship Health Types Landing Page

The landing page displays the Relationship Health Types already configured in UNEEVO.

From this page, Sales administrators can create new classifications, review existing records, and maintain the values available in the operational Account feature.

Displayed Information

The displayed columns may vary according to the list configuration and the user’s permissions.

Available Actions

The list also supports sorting, filtering, pagination, and configuration of the number of records displayed per page.

Creating a Relationship Health Type

Select Add Relationship Health Type to create a new classification.

Complete the required information and save the record. Once created, the value becomes available in the Relationship Health Type field for the applicable company scope.

Field Descriptions

Fields marked with an asterisk are mandatory.

Available Actions

• Save – Creates the Relationship Health Type and closes the form.
• Save and New – Creates the value and opens a new form to create another.
• Cancel – Closes the form without saving.

Updating a Relationship Health Type

To update an existing value:

1. Open the Relationship Health Types landing page.
2. Locate the required record.
3. Select View.
4. Update the applicable information.
5. Select Save.

Before changing an existing value, administrators should verify whether it is already assigned to Account Records. Renaming it may change how the health of existing Account relationships is displayed and interpreted.

Where the Configuration Is Used

Relationship Health Types are used in:

Sales Management → Accounts → Open an Account → Segmentation → Relationship Health Type

When classifying or reviewing an Account, users can select one of the values configured for the applicable company scope.

The selected value provides Sales users with a high-level assessment of the relationship and can be considered alongside Account Tier, Account Stage, Market Position, and commercial growth indicators.

Business Examples

These examples are illustrative. The final classifications should reflect the organization’s Account-management model and terminology.

Configuration Recommendations

• Define a clear and limited relationship-health scale.

• Use names that Sales users can interpret consistently.

• Ensure that each level has a distinct business meaning.

• Consider documenting internal criteria for assigning each value.

• Avoid subjective or ambiguous classifications that different users may interpret differently.

• Do not use Relationship Health Type to represent lifecycle progress; use Account Stage instead.

• Do not use it to represent strategic value; use Account Tier.

• Do not use it to represent future sales potential; use Upsell Potential or Cross Sell.

• Confirm the correct company scope before saving.

• Review the classifications with Sales and Account-management stakeholders before operational use.

Important Notes

• Relationship Health Types should be configured before users begin segmenting Accounts.

• The selected value represents the current assessment of the relationship and may need to be reviewed periodically.

• UNEEVO provides the classification values, but the organization should define the business criteria for applying them consistently.

• If no values are configured for the applicable scope, users may have no options available in the corresponding Account field.

• Changes to existing values may affect Account Records where they are already assigned.

• Before deleting a value, verify whether it is currently in use.

• Deleting a configuration value may not remove it from historical records.

• Access depends on the user’s Control Center permissions and company scope.

Related Articles

Control Center – Sales Management – Account Overview
Control Center – Sales Management – Market Positions
Control Center – Sales Management – Upsell Potentials
Control Center – Sales Management – Account Tiers
Control Center – Sales Management – Account Stages
Sales Management – Accounts