Page 10 - Freshworks Expert Guide Book
P. 10
Contact Life Cycle- Status
New: You don’t have all their mandatory contact information in Freshworks to create a quote.
Contact them to get their updated information so you can move them along their journey. Online
quotes and existing contacts created before Freshworks went live default to New status.
Contacted: You have all their mandatory contact information and are in contact with the customer.
After quoting, you should move this to Unsold or Sold.
Unsold: You provided the contact with a quote, but they did not purchase the policy. Be sure to
select the reason why they were unsold.
Sold: The contact purchased a policy from A-MAX. Great job!
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