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 and support
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.