It is possible to change the Sales Phase while skipping Tasks set as Mandatory via the Activity Advisor.
SAP Sales Cloud
Reproducing the Issue
Activity Advisor is set up with mandatory Tasks for Opportunities.
Example: Mandatory Tasks exist for the Sales Phase at 30% and at 60%.
- Go to the Sales work center.
- Go to the Opportunity view.
- Open an Opportunity ABC (ABC represents the name).
- Change the Sales Phase from (for example) 1% to 90% directly.
- Click Save.
RESULT: ABC is saved and the field Sales Phase now shows 90%. No warning or error message was triggered.
When the Sales phase is switched to 90% , there are no warning messages because there are no activities set as mandatory for this phase.
If you switch to phase 60% , you will see the warning message since this phase has mandatory activities listed.
This is expected system behaviour.
sales phase, activity advisor, mandatory, opportunity , KBA , LOD-CRM-OPP , Opportunity Management , How To