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New Customer (TMS Lead (ITSD BDR Team (ITSD AE (Offer TMS (TMS Activated…
New Customer
TMS Lead
ITSD BDR Team
ITSD AE
Offer TMS
TMS Activated Acct
Offer FM
FM Offer to NL prospects
Not Interested in FM
Send back to ITSD BDR Team
Interested in FM
FM Activated Acct
New Logo AE or Expansion AE workflow?
Freight Matching Lead
FM BDR Team
FM AE Team
Interested in FM
FM Activated Acct
Expansion Account
TMS
Account Active more than 1 year
FM Upsell
Expansion AE Closes
Accounts Inactivated
Under 90 Days
Customer Success
Over 90 Days
ITSD Lead Created to offer TMS for Active FM Accounts less than 1 year
Factoring
Offer TMS
Customer Journey from here
Not Interested in FM Inactive Acct