Scoring

Hi Annie Kielian ,

You might want to look into Sugar BPM here, especially the Form Activities, and combine them with a good layout for your purpose, at least that was my first thought upon reading.

https://support.sugarcrm.com/Documentation/Sugar_Versions/13.0/Ent/Administration_Guide/SugarBPM/Process_Definitions/#Adding_Form_Activities 

What these will do is route a record from one user or team to another, and you can set specific fields that each team/user has to fill out when it's their turn. You can also lock fields that a team or user shouldn't be able to update as long as the record is in that specific step of the process.

So, in your case, you would define the fields as required that the Sales rep has to fill out to create the opportunity in the first place, and prevent them either via Roles or via Read Only-formulas in Studio from editing all the other fields they are not supposed to edit. Then you would direct the record with a Form Activity to your pricing team, and lock all the Awarded fields for them as well as set the Pricing Info fields as required for them (directly in that Form Activity), so that they can't route the process further otherwise. After that you would put another Form Activity, now routing the record to the Awards team and making them fill the fields they have to fill and then (hopefully) end the process with a complete opportunity. You can also set time limits for the specific activities and notify people if those limits are exceeded or based on other criteria.

Hope this helps!

BR

Julia Weinhold

Hello Annie,

 Julia Weinholdproposed solution does seem to match your business scenario involving BPM Forms.

I'd like to introduce an alternative approach that can either supplement BPM Forms or potentially serve as a complete replacement, depending on what best suits your users' needs. 

My initial consideration is the storage of the "Opportunity Flow Stage" at the Opportunity level, utilizing a Dropdown Field.

To initiate this, I recommend establishing a Dropdown field featuring the following options:

1. Sales
2. Pricing
3. Awards

This approach ensures that the "Opportunity Flow Stage" is captured and can be used in GUI, reports or to trigger any necessary logic.

Once you have this dropdown, you can leverage Dropdown Dependent Record views to show the users only the pertinent fields for each stage. You could either remove what you don’t need or move fields to other tabs for consultation:

You can also leverage the new field set to required fields for each phase, or set specific fields as read-only as you see fit. 
This can be done either via Studio Required If formulas or via SetRequired dependency if it makes it easier to manage due to the number of fields. 

To facilitate the progress of Opportunities forward you can consider Action Buttons that will work as submissions for the new stage: 

Following on what Julia already shared, Using BPM you can trigger assignments depending on the stage or any other parameters should you need to do so. 

Let me know if this helps. 

André