AnsweredAssumed Answered

Is this Advanced Workflow?

Question asked by Peter Pavisic on May 1, 2019
Latest reply on May 3, 2019 by Matthew Rosenhein

Do you guys know how i can make an Account automatically change its Type to 'Client'. In opportunities I have the fields 'Sales Stage' and 'Relationship'. I want the relevant Account to change to Client when the Sales Stage is "Closed - Won" and Relationship is "New Client".