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holleB
Need Formula : If Opportunity = Closed Won --> Account Type = "Customer"
Hi,
I am desperately searching for a formula which sets the "type" of an account automatically to "customer", if there is a WON/CLOSED opportunity under it.
Second, is there a possibilty to mark those "Customers"? Maybe show it coloured in the account list?
I would be very glad to get some help.
Thank you very much
Holle
I am desperately searching for a formula which sets the "type" of an account automatically to "customer", if there is a WON/CLOSED opportunity under it.
Second, is there a possibilty to mark those "Customers"? Maybe show it coloured in the account list?
I would be very glad to get some help.
Thank you very much
Holle
yves
Did you tried workflow field update ???