Setting Stages to existing customers

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  • Updated 8 months ago
What is the best way to set your existing customers into lifecycle stages through the rules engine?
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Iqra Sheikh

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Posted 8 months ago

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Seth, Employee

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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.
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Dan Ahrens, Official Rep

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Hi Iqra, do you have defined criteria that is driven by data that determines what stage each customer is in?