Hi, I was wondering if I could get some help with a workflow which I am trying to create within the Opportunities module.
Currently, we have no way of retrospectively recording how far a sales stage progressed before it reached Closed Won or Closed Lost and so I am now working on adding this feature in so that we can track the progression of each of our opportunities.
My thoughts were to add in a series of check boxes for each sales stage and then when the Sales Stage field is updated and saved, these will be checked automatically. I feel that I would be able to add this part in fairly easily, however I would also like to be able to track the dates that each of the check boxes were triggered too, so that as well as the checkbox being checked automatically, the date that the check box was checked would also appear next to this.
My knowledge of SuiteCRM is fairly basic and I am not a developer by any means, so if this requires something more complex than using Studio and Workflows to add this in then I may need to ask for help externally from our outsourced team of developers.
Thanks in advance for any advice!
