We need to be able to either:
Yes we can create other fields or add the value in a stage or else BUT it doesn’t make sense to create another status field for this kind of intermediate step between active and churn: it complexifies rules, data designs and reports, dashboards, and generally anything that’s got to do with datasets. Also confusing for CSMs.
+11Previously, I have used the “Inactive” status for this use case.
Then I used the filters for Dashboards, Reports, JO, etc. such that customers in an “Inactive” status still got operational information like product releases (after all, they are still a customer for the time being) and still appeared in customer lists. However, they were excluded from other workflows like automated CTA Risk CTAs, NPS surveys or other JO programs promoting upcoming content etc.
+11Hey
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