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Description
Product description
Account type from Prospect to Customer for Creatio can be used as a sample to change the Contact type depending on the stage of leads
Use cases:
The add-on allows the sales manager to update information for an Account when a Lead is closed successfully.
Key features:
- Automatically update account type after the successful sale;
- Once the lead is qualified, the created account will be updated to type 'Prospect'
- Now when this lead is 'Satisfied', the account type changes to 'Customer'
Languages
Pricing
Price
Account type from Prospect to Customer for Creatio
Free
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
Support conditions
To keep this app free of charge support is provided only by email
Support contacts
Email
support@agiliztech.com
Installation
Product compatibility
Product
Sales (team)
Sales (enterprise)
Version
7.16.0 and up
DBMS
Any supported DBMS
Platform
.NET Framework
Deployment options
Cloud
Account data sharing
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
The App Developer will process your data under their privacy policy.
Guides and manuals
Update system setting. Go to the "System designer" > "System settings", update the 'Lead management process' setting with the "Lead management 7.8.0 - AgilizTech" value.
Feedback
Type
Compatibility
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