{"id":22995,"date":"2019-10-31T14:12:51","date_gmt":"2019-10-31T14:12:51","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22995"},"modified":"2019-11-01T11:26:19","modified_gmt":"2019-11-01T11:26:19","slug":"auto-update-opportunity-stage-using-escalations-rules","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/31\/auto-update-opportunity-stage-using-escalations-rules\/","title":{"rendered":"Auto update opportunity stage using escalations rules"},"content":{"rendered":"\n<p>Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. As we know opportunity goes through various stages in Sage CRM. <\/p>\n\n\n\n<p>In this blog, we will discuss how to auto update opportunity stage from Proposal Submitted to Proposal Approved when associated Quote status is Approved.<\/p>\n\n\n\n<p><strong><em>New Stuff: <\/em><\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/09\/06\/basic-modifications-to-sage-crm-layouts\/\"><strong>Basic modifications to Sage CRM Layouts<\/strong><\/a><\/p>\n\n\n\n<p><strong>For this we can create an escalation rule by following the below mentioned steps:<\/strong><\/p>\n\n\n\n<ol><li> Create an new escalation from below Sage CRM path  <\/br><strong>Administration | Advanced Customisation | Escalations | new <\/strong><\/br><li> Select View radio button from Table or view section and enter the below values<ul><li><strong>View=<\/strong> vquotes<\/li><li><strong>Table =<\/strong> Quotes<\/li><\/ul><\/li>\n<li>Next, add the below Trigger SQL Clause:<\/br><i>\nQuote_stage=\u2019Approved\u2019 and oppo_stage!= \u2018ProposalApproved\u2019 and quote_deleted is null and oppo_deleted is null<\/i>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/10\/Image-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/10\/Image-1.png\" alt=\"Escalation\"><\/a>\n<font size=\"2\"><center><i>Escalation<\/i><\/center><\/font>\n<\/li><li> Click on Save. Now add actions to the escalation rule as follows: <ul><li> Click on New button. <\/li><li> Select action as \u201c<strong>Execute SQL Statement<\/strong>\u201d \n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/10\/img2.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/10\/img2.jpg\" alt=\"Escalation Actions\"><\/a>\n<font size=\"2\"><center><i>Escalation Actions<\/i><\/center><\/font><\/li><\/ul>\n<li>Enter the SQL query on below Rule Action screen and click on save. <\/br><i>\nBEGIN TRANSACTION <\/br>\nupdate WorkflowInstance <\/br>\nset WkIn_CurrentStateId = <strong>(i.e stateid of ProposalApproved state)<\/strong><\/br>\nwhere WkIn_WorkflowId =<strong>(i.e oppo_workflowid=2)<\/strong>  <\/br>\nand WkIn_CurrentStateId = <strong>(i.e stateid=ProposalSubmitted) <\/strong><\/br>\nand WkIn_CurrentEntityId = <strong>(i.e Enitity id of Opportunity)<\/strong> <\/br>\nand WkIn_CurrentRecordId = #oppo_opportunityid# <\/br>\nand WkIn_Deleted is null<\/br>\nupdate opportunity<\/br>\nset Oppo_Stage = \u2018ProposalApproved\u2019<\/br>\nwhere Oppo_OpportunityId = #Oppo_opportunityid#<\/br>\ncommit\n<\/i>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/10\/img3.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/10\/img3.jpg\" alt=\"Rule Actions\"><\/a>\n<font size=\"2\"><center><i>Rule Actions<\/i><\/center><\/font>\n<\/li><\/ol>\n\n\n\n<p>On enabling this escalation rule opportunity should be updated to <strong>Proposal Approved <\/strong>stage when the linked Quote stage is <strong>Approved<\/strong>. <\/p>\n\n\n\n<p><strong>About us:<\/strong><\/p>\n\n\n\n<p><a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Greytrix<\/a>\na\nglobally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM\nneeds. Being recognized and rewarded for multi-man years of experience,\nwe bring complete end-to-end assistance for your\ntechnical consultations, product customizations, data migration, system integrations,\nthird party add-on development and implementation expertise.<\/p>\n\n\n\n<p><a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Greytrix<\/a>&nbsp;has some unique integration\nsolutions for Sage CRM with Sage ERPs (<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Enterprise Management\n(Sage X3<\/a>),&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 100<\/a>,&nbsp;<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 500<\/a>&nbsp;and&nbsp;<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 300<\/a>).We also offer best-in-class&nbsp;<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"http:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users\nand Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine |\nSugar CRM | Maximizer<\/a>. Our Sage CRM Product\nSuite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n\n\n\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage\nCRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>. <\/p>\n\n\n\n<p>For more information on\nour integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. As we know opportunity goes through various stages in Sage CRM. In this blog, we will discuss how to auto update opportunity stage from Proposal Submitted to Proposal Approved\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/31\/auto-update-opportunity-stage-using-escalations-rules\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,139,140,141,332,333,335,334,336,337,338,341,342,380,1],"tags":[2729,1099,3950,3951,2325,2472,2606],"class_list":["post-22995","post","type-post","status-publish","format-standard","hentry","category-crm72","category-escalation-rule","category-escalations","category-escalations-2","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018-crm72","category-sage-crm-2018","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm-r1","category-sage-crm7-3","category-sql","category-uncategorized","tag-approval","tag-escalation-feature","tag-opportunity-stage","tag-opportunity-stage-update","tag-sql","tag-trigger","tag-workflow-and-escalation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Auto update opportunity stage using escalations rules - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/31\/auto-update-opportunity-stage-using-escalations-rules\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Auto update opportunity stage using escalations rules - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. 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