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Lifecycles

Module overview — governed stage machines for record types, lifecycle events, and the per-stage workbench on records.

A lifecycle is a versioned stage machine attached to a record type (for example deal-close or campaign-delivery): definitions hold stages, transitions, and boards. Definitions live under Settings → Lifecycles (Lifecycle Studio, System-Manager-only); transition evidence streams through Lifecycle Events; and on individual records a stage ribbon with controls plus a per-stage playbook workbench guides the work.