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The following describes a functionality that is implemented in the system. 
 
    
User Story ID12244
User Story NameCustomer Account Type Assigned When the Related Opportunity Is Won
Overview

The logic that flags an account as Customer was moved from the lead qualification event to the opportunity win event. Accounts are now marked as Customer only when an associated opportunity reaches the Won status, ensuring the customer indicator reflects actual closed business instead of mere lead qualification.


 

How to Use it

No manual action is required. When an opportunity associated with an account is moved to Won status, the account is automatically flagged as Customer and the opt_iscustomer field is set accordingly.