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iqra_sheikh
Contributor ⭐️⭐️
February 22, 2018
Question

Setting Stages to existing customers

  • February 22, 2018
  • 2 replies
  • 90 views
What is the best way to set your existing customers into lifecycle stages through the rules engine?

2 replies

seth
Expert ⭐️
March 1, 2018
Hi Iqra,
You'd want to use a Rule with a "Load to SFDC" or "Load to Customers" action, depending on where you store your lifecycle stage.
AI Transformation @ Gainsight
dan_ahrens
Expert ⭐️⭐️⭐️
March 2, 2018
Hi Iqra, do you have defined criteria that is driven by data that determines what stage each customer is in? 
VP of Customer Success at Forcepoint