How to Move Accounts from One Lifecycle Stage to Another

This guide shows you how to manually move accounts from stage to stage.

1. Click “Accounts”

2. Select and click a client.

3. Click the current lifecycle stage to open the edit popup.

4. Select new lifecycle stage.

Click and choose the Lifecycle Stage you want for your selected client under the “Change Lifecycle Stage” heading.

This guide covered the steps to manually update the lifecycle stage for specific accounts. Now you can make adjustments to your customer pipeline with ease.