Freshness Rules - Phase 1: Purpose & Framework
Estimated Time
~15 minutes
Current Phase
Phase 1 of 2
What You'll Accomplish
- The purpose of Freshness Rules and how they indicate the recency of lead engagement.
- How Freshness Rules help you quickly assess lead activity and engagement levels.
- The framework behind lead freshness labeling within the system.
- How to configure and manage Freshness Rules to maintain accurate lead insights.
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Before you begin — open your account This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time. |
Direct Links to the Next Phases in this Training Series
This module is part of a 2-part series. Each session builds on the
last, and reviewing them in order ensures you don't miss any critical
steps and get a complete understanding of the workflow.
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Phase 1
Purpose & Framework
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Current Phase ✔ |
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Phase 2
Defining Timeframes
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Start Training ➡ |
Follow Our Step-By-Step Training
1. Introduction
Freshness Rules provide a labeling system that tells partners exactly how recently a lead has engaged.
2. Access Lead Management Freshness Section
These settings include a label and inactive date range.
The following video provides a detailed demonstration on how to configure these settings step-by-step. It walks you through the entire process, ensuring that you understand each part of the setup clearly and can follow along easily.
Whether you are a beginner or someone looking to refresh your knowledge, this video will guide you through the necessary actions to properly adjust the settings to meet your needs.