User login
InsideSales.com Free Trial
(866)-342-5370
Assign Account Types to a Process
1
Similar to the way in which a Lead Status or Deal Stage are assigned to a Process to make it available to certain groups, it would be useful to do the same for Account Types. For example, inside sales teams can convert leads to accounts and deals but only to a type of Prospect. Someone responsible for contract management would be able to set the type to Customer.
- Login to post comments
Tags:
