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
The add-on allows the sales manager to update information for an Account when a Lead is closed successfully.
- 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'
Terms & Conditions
To keep this app free of charge support is provided only by email
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.
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.