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02-13-2020, 10:46 PM
(This post was last modified: 02-14-2020, 05:28 PM by rslemer.)
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?
Ranieri
eCRM Web
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solved,
include a module in related list
I was surprised the standard relationship is for contacts ...
Ranieri
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Potentials - Accounts have a direct relation so you should use the normal "Update Fields" workflow task, not the "Update Related Record"
Joe
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ok
i changed my workflow to do that way
Ranieri
eCRM Web