Contacts Life Cycle Stage as Customer

[TAlvarez]

When I change the lifecycle stage of a company to "customer", does the lifecycle stage of all the contacts automatically change as well...? Trying to figure who is added to an active contact list filtered by the company property of "owner" and lifecycle stage of "customer".

[TAlvarez]

Perfect, thank you!

[karstenkoehler · Accepted solution]

Hi @TAlvarez,

Under Settings > Companies > Setup > Sync lifecycle stages or Settings > Contacts > Lifecycle Stage, there is a checkbox for this. Depending on whether it's toggled or not, you're seeing this automatic sync.

Hope this helps!