# Customer Stages {% embed url="" %} ### Customer Fields The following custom fields are used in the customer lifecycle management process: * **Customer Lifecycle Stage**: A picklist field that includes the following values: * Pre-Onboarding * Onboarding * Implementation * Early Adoption * Mature Adoption * **Customer Lifecycle Stage Timestamps**: A set of five date/time fields, one for each stage of the customer lifecycle. These fields are automatically updated when the customer lifecycle stage changes. #### Automations The following automations are used to manage the customer lifecycle: * **Pre-Onboarding Notification**: This automation triggers when an opportunity moves to the "Negotiations Completed" stage. It creates an account record, sets the customer lifecycle stage to "Pre-Onboarding", and sends an email alert to the customer success team. * **Onboarding Updates**: This automation triggers when an opportunity closes. It updates the account record with the following information: * Customer Lifecycle Stage: "Onboarding" * Customer Lifecycle Stage Timestamp: Current date/time * Account Type: "Customer" * CSM Name: The name of the CSM assigned to the account * Account Owner: The name of the account owner * **Customer Lifecycle Stage Timestamp Updates**: This automation triggers when the customer lifecycle stage changes. It updates the corresponding customer lifecycle stage timestamp field with the current date/time. #### Account Page Configuration The account page is configured to display the following sections based on the customer lifecycle stage and account type: * **Customer Success**: This section includes information that is relevant to the customer success team, such as the customer lifecycle stage, customer health, and renewal date. It is only visible when the customer lifecycle stage is populated and the account type is "Customer" or "Churn". * **Customer Lifecycle Stage Timestamps**: This section displays the timestamps for each stage of the customer lifecycle. It is only visible when the customer lifecycle stage is populated and the account type is "Customer" or "Churn". --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.leanscale.team/crm-tips/salesforce/customer-stages.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.