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OP-118 · Opportunity

Ruiz Home + Auto

Ruiz Household · Household Request · Peter Collins · Dallas

In Progress

Category

P&C

Lifecycle Stage

Proposal / Quote

Operational Status

In Progress

SLA State

Due Soon

Owner

Peter Collins

Branch

Dallas

Opportunity context
Related Record
Ruiz Household · Household Request
Category
P&C
Stage
Proposal / Quote
Status
In Progress
SLA
Due Soon
Owner
Peter Collins
Branch / Team
Dallas
Last Activity
Today
Data Source
Manual / Workflow
Verification
Verified
Why this record exists

Verified source context

Household-requested need preserved from the Ruiz service conversation.

Created from household request with preserved source context across CRM, pipeline and service workflows.

  1. Identified
  2. Qualified
  3. 3Proposal / Quote
  4. 4Application
  5. 5Decision
  6. 6Won / Lost
Connected records
HouseholdRuiz HouseholdOpen →CommunicationDocument request follow-upOpen →DocumentHome declarationsOpen →OpportunityRuiz Home + AutoOpen →PolicyRuiz Auto PolicyOpen →