I'm looking to update the opportunity stage based on a field in a related list.
My opportunity is linked to the school, and the opportunity has a related list of teachers. We often have several teachers in one opportunity, some of them are using the product and some are not. I created a field in the related list which is the same as the stage in the opportunity (interest, reviewing, high interest, won, lost, etc.).
Now, I am looking to have the stage in the opportunity update equal to the related list with the highest stage. So if there is only one person reviewing then the Opp stage says reviewing. If there is one person we won, and one person interested, the opp stage says won.
Is there a way to do this without APEX? I'm beginning to think I should just make the Opp stage a check box that validates true whenever one of the related lists is won. It might be easier, but we lose information.