I have 8 'sales stage’s for opportunities. I want to update the stage automatically based on the status of a related meeting and/or quote, or lack of meetings/quotes.
My experience with workflows is that they have been quite slow, so I am trying to achieve this with logic hooks.
I can’t figure out if its better/less cumbersome to create one logic hook for the opportunity module which checks the status of the related meeting / quote which runs - each time the opportunity is shown in detail/list view, and then update the opportunity accordingly (but this may need a page refresh to show the change?). Or is it’s better to create separate logic hooks in the aftersave of meetings/quotes to check the related opportunity and then update it’s status accordingly?
As I write I think the second option is better.
However, that probably means i need a logic hook for dealing with when a meeting/quote is deleted, so I can see it being a nightmare with so many logic hooks – This takes me back to thinking that one logic hook for opportunities would be easier to maintain/change.
am i over thinking this?
