Phone
Support contacts
Email
The template allows the sales manager to update information for an Account when a Lead is closed successfully.
Intended use of the template:
The template can be used as a sample to change the Contact type depending on the stage of leads.
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