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Sienna Luard 3Sienna Luard 3 

I need to find a way to update the stage on up-sell opportunities automatically

I work for a SAAS company, so we have Initial opportunities, Up-sell Opportunities, and Renewal opportunities.  We have Record Types set up for each of these sales processes. For reporting purposes, we do not want all opportunities to be simply be Closed Won. For example:
  • Initial opportunity on May 1st 2016 for 5 licenses
  • Upsell Opportunity on August 1st 2016 for 5 licenses
  • Upsell Opportunity on November 1st 2016 for 5 licences
  • Renewal Opportunity on May 1st 2017 for 15 licenses
In order to accurately report on the number of licences that a client currently has we need to filter by Stage. When the Renewal Opportunity is Closed Won, we would like the stages for the Opporunites in this example to look like this:
  • Initial Opportunity = Closed Won - Renewed
  • Upsell Opportunity = Closed Won - Renewed
  • Upsell Opportunity = Closed Won - Renewed
  • Renewal Opportunity - Closed Won. 
A report that filters on just Opportunities with a stage of Closed Won would give us an accurate number of licences for this client (15 and not 30). 

I have built a process in Process Builder that sets the Initial Opportunity to Closed Won - Renewed.  The tricky part is proving getting the Up-sell Opporutnites to automatically update from Closed Won to Closed Won - Renewed. 

We can always manually update them, but we would like to save time and mitigate human error. 

Any ideas would most appreciated!