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What is the relationship between the Close Date, Became a Customer Date, and Lifecycle Stage properties in a contact record?

Last updated: March 9, 2017

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This article explains the relationship between the Close Date, Became a Customer Date, and Lifecycle Stage properties.

  • When a contact's Lifecycle Stage is set to customer, the properties Close Date and Became a customer date will be set to the date that the lifecycle stage was updated.

  • If you then manually select a different Lifecycle Stage, (i.e. change Lifecycle Stage back to Lead), the Became a Customer Date property will be cleared automatically. The Close Date property value will remain unless you manually clear the date value.

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