Page 8 - Freshworks Expert Guide Book
P. 8
Contact Life Cycle Stages
Lead Qualified Lead Customer
Examples of a lead are Examples of a qualified Once you have sold the
website quotes, referrals, lead are in-person or phone policy, the contact is a
or leads from a quotes. customer.
marketing event.
Mandatory Fields: Mandatory Fields:
Mandatory Fields:
First Name First Name
First Name Last Name Last Name
Last Name Mobile Phone Number Mobile Phone Number
Mobile Phone Number Email Address Email Address
Email Address Gender Gender
Lead Source Lead Source
Contact Method Contact Method
Address (including City, Address (including City,
State, and Zip Code) State, and Zip Code)
Residence Status Residence Status
Date of Birth Date of Birth
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