AnsweredAssumed Answered

How to block next stage(Parent) until previous stage status is completed in customer journey sugarcrm

Question asked by Rupesh Ranjangaonkar on Jul 31, 2017

Hello,

 

I have installed customer Journey Plugin on Sugarcrm 7.9 version. By default customer journey has BLOCKED BY feature for sub activities(Task, Meeting and Calls). I want to block Main/Parent stage to get updated / completed before it's previous stage status is not completed.

 

Like I have the following scenario.

I have three main stages of Customer Journey  (Prospecting, Qualification and Need Analysis) in customer journey of Opportunity module.

 

Prospecting has three sub-activities / stages, Qualification has five sub-activities and Need analysis has two sub-activities. I want that until user is completed the third activities of Prospecting stage, he has not able to edit or completed any stage of Qualification and Need Analysis.

 

 

Please suggest.

 

Thanks.

Outcomes