Skip to Content
avatar image
Former Member

C4C system ,how the Prospect auto transfer to customer ?

Dear Team,

In C4C system ,how the Prospect auto transfer to customer ?

Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

2 Answers

  • Dec 26, 2016 at 05:20 AM

    Hello Eric,

    Do you mean conversion of a Prospect to Account? => The conversion happens on un-checking the checkbox of he Prospect Flag. Once it is removed, it becomes an Account.

    BR

    Ankur

    Add comment
    10|10000 characters needed characters exceeded

  • Dec 26, 2016 at 08:13 AM

    Hi,

    You can define an Custom Action which will be triggered based on workflow rule conditions. In that action you can write the logic & Conditions to remove the Checkbox for PROSPECT(Root->CustomerBusinessCharacters->ProspectIndicator). And as Ankur said in previous comment as soon as PROSPECT checkbox is removed customer becomes an account.

    Thanks

    Saurabh

    Add comment
    10|10000 characters needed characters exceeded