Linked Opportunities Stage Progression

[Former Member]

Dear PDI experts ,

We have a requirement to move the linked opportunities in the Hierarchy Tab of opportunity together for Sales Phase Stage Progression.

Scenario :

There is a Standard Tab "Hierarchy" in Opportunity TI screen in which we can add a child opportunity under a Parent Opportunity so that the Child opportunity gets linked to the Parent Opportunity .

If the Sales Phase of the Parent Opportunity is changed then Sales Phase of the Child Opportunity should be synchronized with the Parent Opportunity.

Attached the screenshot for your reference.

Kindly Suggest a way to achieve this .

Thanks in Advance .

Regards

Adi RS

[Former Member]

Hi Experts ,

I have tried it by creating a Custom Action , but there is no anchors available in Extensibility Explorer for adding the Custom action in the Hierarchy Tab of Opportunity TI screen.

Can you please suggest some ways to achieve this.

Regards

Adi RS