We have a fairly complex sales process and I've created a Smart Guide that has tasks that our team completes as the opportunity moves along. I would like to find a way to update the sales stage on the opp when certain tasks are marked complete. Has anyone done something similar?
Hi Elisabeth Hunt, what Sugar version are you using? In versions 14.0 and higher, you can actually trigger a record update automatically when a smart guide task is completed. Check out the docs here: Adding Sugar Actions.
From the activity template, you should be able to add a new record in the Sugar Actions subpanel and configure it to update the opportunity's sales stage automatically, something like this:
Hopefully this helps!
-Brenda
Hi Elisabeth Hunt, what Sugar version are you using? In versions 14.0 and higher, you can actually trigger a record update automatically when a smart guide task is completed. Check out the docs here: Adding Sugar Actions.
From the activity template, you should be able to add a new record in the Sugar Actions subpanel and configure it to update the opportunity's sales stage automatically, something like this:
Hopefully this helps!
-Brenda
