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berin_bezmen_9a2cd6
berin_bezmen_9a2cd6
Contributor ⭐️⭐️⭐️
February 23, 2017
Question

Change stage via the Rules Engine

  • February 23, 2017
  • 2 replies
  • 77 views
How can I change a customer stage via the rules engine? Basically I would like the stage of a customer to change to "Risk" in Gainsight when the renewal opportunity in Salesforce is changed to risk. Thanks!

    2 replies

    kristin_f3c469
    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    February 23, 2017
    Hi Berin -

    You can change the Customer Stage by creating a rule and using a Rule Action of Load to Customers. The rule setup would be based on Opportunities, with criteria for open renewal opportunity and stage is Risk (for us this is Order Type=Renewal and Stage=Risk). I would also add a criteria of Customer Stage not equal to Risk, so you are only updating those Customers that are not already at Risk.

    Hope this gets you started.
      berin_bezmen_9a2cd6
      berin_bezmen_9a2cd6Author
      Contributor ⭐️⭐️⭐️
      February 24, 2017
      Got it -thanks so much!
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