Account type from Prospect to Customer for Creatio
Changing an Account type from Prospect to Customer during journey of Lead
Overview
Product overview
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'
Pricing
Monthly
Annual
Account type from Prospect to Customer for Creatio
Free
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
To keep this app free of charge support is provided only by email
Installation
Setup guide
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.
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.
Versions
Versions history
Version
Compatibility
Release date
1.0
7.16.0 and up
Release summary
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.