MacroHealth Internal

Adding a Customer Lifecycle

Adding a Customer Lifecycle allows creating dedicated stages for an Integration to reflect the workflow of an implementation project.

  1. Select the Customer for which you want to Add a Customer Lifecycle.

    SelectCustomer.png
  2. Click Add Lifecycle in the left side panel or the Add Customer Lifecycle button.

    ClickAddLifecycle.png
  3. Enter a Lifecycle Name.

    LifecycleInfo.png
  4. Assign the Lifecycle to an existing Integration from the dropdown.

    AssignIntegration.png
  5. Click Save.

    SaveLifecycle.png
  6. A message will appear for a short period of time letting you know that the Lifecycle was created successfully. You will land on the Stages page.

    LifecycleSuccess.png
    LifecycleCreated.png