Circle USP
Accounts › Acme Corporation › Classification

Enhanced Account Classification

Comprehensive account classification with AI assistance and detailed categorization

Classification Settings
Priority Level
AI Recommends: High
Critical
Immediate attention required
$1M+ potential, urgent needs
AI PICK
High Priority
Strong growth potential
Enterprise features, expansion ready
Medium Priority
Steady business opportunity
Stable revenue, moderate needs
Low Priority
Maintenance level service
Basic needs, price sensitive
Account Size
AI Recommends: Mid-Market
Enterprise
Large organization
500+ employees, complex needs
AI PICK
Mid-Market
Growing company
50-500 employees, scaling systems
Small Business
Local/regional business
Under 50 employees, cost-focused
Custom Tags
Cloud Migration
Cybersecurity Focus
Compliance Required
Multi-Location
Classification History
Priority level changed to High Priority
Updated based on recent revenue growth and expansion plans
Sarah Johnson
Mar 12, 2024
Added custom tag: "Cloud Migration"
Identified during sales discovery call
Mike Wilson
Mar 8, 2024
Account size upgraded from Small Business to Mid-Market
Employee count increased from 35 to 52 (ZoomInfo update)
System (Auto)
Feb 28, 2024
Initial classification applied
Small Business, Medium Priority, Manufacturing industry
David Brown
Jan 15, 2019