Keep account types accurate for sales ops after closes

Sales ops see opportunity stage flips leave account types stale, causing misrouted renewals and bad reports. Auto-update account type on Closed Won/Lost so reps and ops keep accurate segmentation.

Overview

Stale account segmentation causes misrouted outreach and messy reporting for sales ops. This workflow keeps account type aligned to opportunity outcomes so reps and operations always act on accurate segmentation, eliminating missed follow-ups and improving forecast visibility.

Notable Features

Set account type on close
Create follow-up tasks for reps
Append change to account history