I would like to store the date when the RLI Sales Stage changes. I've tried various techniques including Custom Calculated Fields and SugarBPM, but I can't quite find the right method to accomplish this. I've looked at several solutions, but can't seem to make them work...
- Capturing the Sales Stage When an Opportunity Closes: Can't see where I can compare current and previous versions of the Sales Stage and then set a custom Date field.
- Sugar Logic Walkthrough - Tracking a Field's History: Can't see where I can set both the previous version of the Sales Stage AND set the custom date field when the Sales Stage and Previous Sales Stage are different (indicating a change of the field).
Any thoughts out there? Thanks ahead of time! VO