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[ solved ] workflow - updated related records
#1
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?


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Ranieri
eCRM Web
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#2
solved,

include a module in related list

I was surprised the standard relationship is for contacts ...
Ranieri
eCRM Web
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#3
Potentials - Accounts have a direct relation so you should use the normal "Update Fields" workflow task, not the "Update Related Record"
Joe
TSolucio
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#4
ok

i changed my workflow to do that way
Ranieri
eCRM Web
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