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C4C system ,how the Prospect auto transfer to customer ?

Dec 23, 2016 at 03:55 PM

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Former Member

Dear Team,

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

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2 Answers

Ankur Godre
Dec 26, 2016 at 05:20 AM
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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

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Former Member

Hello Ankur,

Thank you !

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Saurabh Kabra
Dec 26, 2016 at 08:13 AM
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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

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Former Member

Hello Saurabh,

Thank you ! I know remove the checkbox flag could convert Prospect to Customer, just wanna to know if it's possible reality automatically by set some conditions, rather then by manually. i.e , i have checked workflow rule,Unfortunately it's impossible.

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Eric,

If you say Workflow rules did not help, you may want to check wit your SDK developer to see if there is a way through Enhancement/Custom development to invoke auto un-check based on certain conditions.

BR

Ankur

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Former Member
Ankur Godre

Hello Saurabh,

Do as you say, maybe we should through Enhancement/Custom development resolve it, thank you !

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