Configuration

Lifecycle stages

The Lifecycle stages value list: lead, prospect, customer, churned — the pipeline behind the organization list.

Lifecycle stages are the pipeline values behind the Stage column of the organization list: how far along a company is, from first contact to gone.

Where you find it

Commerce Studio › Configuration › Lifecycle stages/commerce/configuration?tab=lifecycle-stages.

What it does

Four stages ship built in — Lead, Prospect, Customer (the default) and Churned. Churned means bought once and stopped; the company may still trade, and blocking it is a separate switch. New lifecycle stage adds your own.

Fields and controls

ColumnWhat it shows
#Position.
NameThe stage's name.
CodeThe stable identifier, for example prospect.
What it meansA short description.
DefaultThe stage new organizations start in.
Built inWhether the value ships with the platform.

What happens when you change it

A new stage becomes selectable on every organization. A stage grants and blocks nothing — access is the organization's status, a separate field.

Permissions

The customers app declares create, read, update and delete on lifecycle stages in its manifest. Which Cockpit roles may open this screen is not verified.