Can I create a BPM to update the sales stages on an opportunity as related smart guide steps are completed?

Question

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?

Elisabeth Hunt · Accepted Answer

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

Elisabeth Hunt · Answer

Hi Brenda Rossetto & Elisabeth Hunt , 
 One other potential here is if you are using Revenue Line Items. If you are, I don't think the above solution will work since the Sales Stage at the opportunity level is just an inheritance of the RLI sales stage values. In that case, the 'Relationship' in the Sugar Action should be Tasks > Opportunities > Revenue Line Items. 
 With that being said, this solution updates *all* RLIs. This means that if you have an RLI marked as Closed Won or Closed Lost, it will still set the new sales stage with those RLIs. If this is a concern, I think using SugarBPM will be a more suitable approach to carry out the selective updates. 
 Chris

Elisabeth Hunt · Answer

That's an excellent point, I'm glad you brought it up in case it will apply to Elisabeth or others reading this. 
 Thanks!