Lead conversion, field mapping and deal conversion
Hi, we are new users of Zoho One and are trying to get on par with easier/lighter customizations & workflows.
Case 1:
When we convert lead to account (using the convert button) we want to set the account type to "Prospect" - how do I setup this workflow?
I cannot map lead status as we have different statuses on our leads that is not "prospect".
I would like for the workflow to automatically make account type to prospect if we convert this from a lead (regardless of lead status).
Case 2 (slightly connected to case 1):
When a deal is set to "Close Won" we want the Customer Type field change from "Prospect" to "Customer".
Unless it is already an exisiting customer.
Unless it is already an exisiting customer.
So the criteria is to check if Deal is regarding new business and deal status is not closed won/lost, then status on account type = Prospect.
When deal is set to closed won, then set status on account type = Customer.
Any help on this would be very appreciated!
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