Lifecycle Stages

Available

Brittany Reichwald

• February 28, 2020 21:11

We have a mix of CSM managed and tech touch customers. It would be great to be able to set parameters around what data usage qualifies for which lifecycle stages so it would automatically update the lifecycle stage on non CSM managed accounts. 

2

• Official comment

  

  Vijay

  • August 26, 2021 21:28

  Brittany and Ruthy this is probably an old ticket that I did not update but the "Update Attribute" action in SuccessPlay lets you do exactly this. Marking this as delivered.

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  Ruthy Lichtenstein

  • March 02, 2020 22:44
  • Edited

  YESS!! This!

  I thought we can do it with current availabilities and already got the team so excited about it :(

   

  We want to use this to save CS time on checking the account usage- we can show the usage with no clicks right there. 
  This would be different than health and divided to 2 or 3 different fields, based on activity types.

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