Visit Freshworks.com Visit Freshworks

Replies posted by Sternok

3 Replies

S
Contributor
SternokContributor
asked in Contacts and Account Management

Company Contact vs. Lead Contact

Thanks again. The “Won” stage for Contacts is one I am still trying to get my head wrapped around. I have never marked a Contact Won. I have always marked a Deal/Opportunity Won. Typical workflow in my career is  Contact to Lead to Deal/Opportunity to Closed (Won/Lost). From there they become a customer and a new Lifecycle begins. 

5
S
Contributor
1 year ago
S
Contributor
SternokContributor
asked in Contacts and Account Management

Company Contact vs. Lead Contact

In the quick add... 

5
S
Contributor
1 year ago
S
Contributor
SternokContributor
asked in Contacts and Account Management

Company Contact vs. Lead Contact

Thank you. It is still asking for Lifecycle stage (Lead)  and Status (New). 

5
S
Contributor
1 year ago

Badge winners

Show all badges
Terms of UseCookie settings