Workflow to change Account type based on order activity
Hi there,
I need some help with automations. We have three account types (Prospect, Lead, Account) in the accounts module as a pick list. I would like to set the account type partly based on order activity.
1. when an account has placed an order the type is set to "Account"
2. when an account has not placed an order for more than 12 months, it's set to "Lead"
Can this be easily achieved?
thanks for your support!!