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mklein Account trigger
I am trying to figure out how to create accurate maintain and update my "Account Record Type" field - When a sales rep converts a lead to a contact .. they need to associate that contact to an Account and if an account does not exist than they need to create a new account.... this account type should = prospect .. but once a closed WON oppostuniry is made under that account it should updated to cusotmer ... I need a trigger to make this happen... Can anyone help? Thanks
You can create a Roll-Up Summary field (RSF) on the Account that counts Closed-Won Opportunities. Then build a workflow rule to trigger off the RSF to update the Account Record Type.
Hope that helps,
Sati