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Status Shipped
Created by Dan Bryant
Created on Feb 5, 2019

Automatically Change Company Type

It would be really great if the company type could automatically change when either an order is confirmed on when the company becomes lapsed.  

For example, a prospect should change to a customer, and a partner's prospect should change to a partner's customer.

An account should be considered "Lapsed" after a specific period of time without a sale (configurable).

 

  • ADMIN RESPONSE
    Mar 21, 2019

    An update has been released to provide this functionality. We will be rolling this our to customers over the next few weeks.

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