Unified - How To - Moving Record to Customer (Clearing Contract End Dates)
This guide will explain to you how clearing contract end dates will automatically change the lifecycle stage of a client record to "Customer"
Steps:
If you find the client record's lifecycle stage set to "Ex-customer" but it shouldn't be, all you need to do is to check the Contract End Date under Deal Handover Details in the left sidebar.
If there's a date filled out in the Contract End Date field, clear that one and the automation will take care of changing it back to Customer under the Lifecycle Stage field.
