Hello!
We are looking to migrate our processes from Excel into Sugar. Currently, we are using Excel to create a scorecard for our clients and we'd like to use the Opportunities module to do this. I created a dropdown field but I've yet to figure out how a value can be returned. Essentially, when a dropdown is chosen (see below), a number value returns, and it can total to a 100 after all drop-downs have been answered/completed. We would like to replicate this in Sugar:
Here's an example of what we would like to have:
Highly Active & Positive = return a 2
Highly Active & Negative = return a 0
Active & Positive = return a 2
Active & Negative = return a 0
Low Presence & Positive = return a 3
Low Presence & Negative = return a 1
No Presence = return a 1
Thanks for the help!
