video1.0<iframe src="https://www.loom.com/embed/9616ed3db5034ca7b4ca8f9bcff41937" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9616ed3db5034ca7b4ca8f9bcff41937-a19df16ea1bf7281.jpg1163.4This Loom explains how TeamUp CRM lifecycle pipeline works to manage customer relationships without replacing existing memberships, registrations, or payments. It walks through the default stages Lead, Prospect, Trial, Converted, At risk, Churned, and Inactive, plus a non-status column, and notes that stages can be renamed, recolored, or disabled, while Lead and No status cannot be edited. Customers move automatically based on configurable criteria or manually by dragging cards, which adds a manual tag and pauses automation until reverted to automation. It also covers assignment to staff, lifecycle email notifications on stage entry or stage changes, and an activity log that records stage changes, notifications, and manually logged interactions.