Lifecycle stage update to customer post-signature

Outcome. Every contact associated with a deal that closes won gets moved to the Customer lifecycle stage automatically, keeping reporting and list segmentation accurate without a manual step.

Workflow map Enrollment, branches and actions at a glance customer-onboarding-048

flowchart TD
    A[Associated deal reaches Closed Won] --> B{Lifecycle stage already Customer?}
    B -->|Yes| C[No action]
    B -->|No| D[Set Lifecycle stage to Customer]

When to use it, when not to

• UseUse it as a small, foundational piece almost every other fiche in this category and the marketing-ops category assumes is already in place, if lifecycle stage does not update reliably, filters built on Lifecycle stage = Customer elsewhere will quietly miss records.
• UseUse it when a single deal's closed-won moment should apply to all of its associated contacts, not only the primary one.
• SkipDo not use it if your portal already sets lifecycle stage to Customer through another mechanism (a native deal-to-contact lifecycle stage sync setting, if enabled), check Settings > Objects > Deals first to avoid two systems fighting over the same field.
• SkipDo not combine this with customer-onboarding-014 into a single workflow, keep the nurture-removal logic there separate from this pure property update, so each is simple to audit on its own.