Page 9 - Freshworks Expert Guide Book
P. 9
Contact Life Cycle- Status
When a lead is entered After you have made Once you have If you have made it to
into the system, it will contact with a Lead presented the contact this stage
start in the New stage. and are ready to quote, with quotes, you should CONGRATULATIONS, for
This includes online select Contacted as update the status as closing the sale!
quotes and contacts their Status. This will show Sold or Unsold. If you sell
imported into all the required fields the policy at a later You do not need to
Freshworks. that are needed to time, be sure to update select the churned
create a TurboRater the status to Sold. option as this will be
Link. updated by the system
at a later time.
All mandatory fields
must be updated before
a contact can be saved
as Contacted.
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