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Customer Stages

Customer Fields​

Automations​

The following custom fields are used in the customer lifecycle management process:

The following automations are used to manage the customer lifecycle:

**Pre-Onboarding Notification **: This automation triggers when an opportunity moves to the "Negotiations Completed" stage. It creates an account record, sets the customer lifecycle stage to "Pre-Onboarding", and sends an email alert to the customer success team.

**Onboarding Updates **: This automation triggers when an opportunity closes. It updates the account record with the following information:

Account Type: "Customer"

CSM Name: The name of the CSM assigned to the account

Account Owner: The name of the account owner

The account page is configured to display the following sections based on the customer lifecycle stage and account type: