When creating a new lifecycle (or using the "starter lifecycle"), the first step will be to name it accordingly.
Next, you will determine when you would like your Leads archived for you. Please note that this determines when leads and their projects will be archived after your specific predetermined set amount of inactivity. This setting only archives leads and not other contact types. This will keep your leads page current and up-to-date with only true, hot leads.
By default, your starter lifecycle will include multiple stages. You may edit this as you see fit by adding or deleting stages (as well as renaming). Lastly, you will decide when you want the last stage of this process to be considered complete. When you are ready, save your lifecycle.
To add a lifecycle to your project, navigate to the project in question, and select "Edit", "Add Lifecycle". Select the lifecycle you would like to add to your project. You should then see the lifecycle displayed at the top of the project:
Your Project will move through the lifecycle stages automatically but if you wish to manually make an update, click on the stage and set it as "Complete":
Lifecycle reminders will also appear on the righthand side of the project overview. To view a video walkthrough of the lifecycle feature, please click here
KeyWordSearch: Lifecycle, Project