Question
Setting Stages to existing customers
What is the best way to set your existing customers into lifecycle stages through the rules engine?
+9Hi 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.
+2Hi Iqra, do you have defined criteria that is driven by data that determines what stage each customer is in?
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