http://www.zero2ten.com This CRM 2011 video goes through how to create 2 workflows: 1) Notification when an opportunity hits the proposal stage in the sales cycle AND it is above $250K 2) Updating the Account to Relationship Type = Client when an Opportunity is WON. For more details, contact us at: http://www.zero2tencrm.com/aboutus/contactus.aspx