What is the best way to set your existing customers into lifecycle stages through the rules engine?
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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.
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.
Hi Iqra, do you have defined criteria that is driven by data that determines what stage each customer is in?
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