How to change lifecycle stages to fit with sales pipeline?

Marketing & Content Hub Reporting & Analytics
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1

Hello!

I am trying to create reports on our KPI´s, but I have some issues regarding Lifecycle stages.

Our Sales pipeline is the determining factor for the Lifecyckle stages, but I cannot figure out how to change the Lifecycle stages to fit with the stages in the pipeline. I have tried creating a workflow with branches to the pipeline stages, but I cannot set a rule of “When status changes to xx, change lifecycle stage to xx”.

Is there any way to connect Lifecycle stages with Sales pipeline? If possible, a step to step guide would be greatly appriciated.

Best regards.

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Hi @ABoa9

You should be able to achieve what you are aiming for by configuring workflows with triggers like ‘when deal stage = X’ and actions to ‘set Lifecycle stage to X’.

Deals become eligible for the workflow when their deal stage reaches the defined stage, enroll in the workflow, and this changes the lifecycle stage.

The ‘when’ part is taken care of automatically by the workflow ‘when’ the deal information matches the criteria for enrollment.

You’ll need one workflow per deal stage - lifecycle stage pair.

Hope this helps?