Salesmachine lifecycles rules:

  • You can create as many stages as you need

  • An account or a contact can only belong to one stage

  • If an account matches the conditions of two stages, he will belong to the rightest (strongest) one

  • Segments are different than stages because they allow monitoring specific groups of customers and specific behavior. A segment can be a subset of a stage. Customers can have multiples segments: e.g stuck in onboarding, NPS detractors, Upsell opportunities, etc..

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