Full Version: [ solved ] workflow - updated related records
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I wish, when my opportunity, sales stage is "Closed won" mark a account related this opportunity as

Type = Client

But workflow only shows me the possibility update a contacts, activities, payments, but not account


How I can include "account" in this list?

include a module in related list

I was surprised the standard relationship is for contacts ...
Potentials - Accounts have a direct relation so you should use the normal "Update Fields" workflow task, not the "Update Related Record"

i changed my workflow to do that way