You need to sign in to do that
Don't have an account?
elkiehound
Update Account upon Written Opportunity
Currently, when an opportunity is written, the agent has to go back into the Account object and change the Account Type from Prospect to Insured.
Is there a way to automate this update of the account type when the Opportunity status changes to written.
OR
Is there a way to create a button, that when pressed, will update the Account Type.
Thanks
Unfortunately, we have the professional version, Apex not available.
Another reason to upgrade.
Thanks