Push opportunity stages based on filled in information

[JHF2007]

Hello everyone,

I am new to EspoCRM and as part of my internship, I was asked to try setting it up.

What I am trying to achieve...

[AgentT]

You can use hooks or formula to achieve this. Here you can add conditionals to define your conditions and if they are satisfied, you can move the stage...

[victor]

Hi @JHF2007,

Your case is solved by a simple Workflow https://docs.espocrm.com/administration/workflows/
or you can use a more complex...

[rabii]

if you have advanced pack a BPMN flowchart would be suitable for such logic....

[JHF2007]

Thank you all for your answer, it seems like the option of using the advances pack is the best solution. As soon as I have the chance, I will ask my boss...