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Account type from Prospect to Customer

Changing an Account type from Prospect to Customer during journey of Lead

Template
Application type
Business process
Template type
    Product description
    Product description

    The template allows the sales manager to update information for an Account when a Lead is closed successfully.

    Intended use of the template:

    • 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' 

    The template can be used as a sample to change the Contact type depending on the stage of leads.

     

    Price
    Free
    Product compatibility
    Product
    Sales (team)
    Sales (enterprise)
    Version
    7.16 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Framework
    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. 

    Leave your feedback about the solution to its developer and Marketplace team