To add a single client record to a LifeCycle, use the below steps. When you need to assign a group of clients to a LifeCycle, we recommend using the LifeCycle reassignment tool. 

Assigning a LifeCycle to a Client

1. Within the client dashboard, scroll down to LifeCycle box and select "change"

2. From the popup, click the dropdown menu and select the LifeCycle you would like this client to be assigned to.

3. Hit save; you're done!

Once the client is assigned to a LifeCycle, you will be able to view the LifeCycle state for the client, their piano(s), and any upcoming contact scheduled for each state

Did this answer your question?