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Mark Account as Customer
Mark Account as Customer
Ryan Baer avatar
Written by Ryan Baer
Updated over a week ago

The Account Type field is helpful in reporting on the different types of accounts in your Salesforce instance. Common values include:

  • Prospect

  • Customer

  • Churned Customer

  • Partner

This automation will update the Account Type value to Customer when an associated Opportunity is marked as Closed Won. This makes it easier to pull a list of your customers in Salesforce. You can do this by creating an Account report and filtering on the Account Type field = ‘Customer’.

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