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C4C system ,how the Prospect auto transfer to customer ?

Former Member
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440

Dear Team,

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

Accepted Solutions (0)

Answers (2)

Answers (2)

former_member226
Employee
Employee
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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

Former Member
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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.

ankurgodre
Active Contributor
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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

Former Member
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Hello Saurabh,

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

ankurgodre
Active Contributor
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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

Former Member
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Hello Ankur,

Thank you !