SAP Knowledge Base Article - Public

3321942 - Guided Selling not showing only the Opportunities of the Account.

Symptom

When trying to access Opportunities from within Account's Customer Insights, Guided Selling isn't showing only the Opportunities linked to that Account.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to Customers Workcenter.
  2. Go to Accounts View.
  3. Open Account A (A refers to the Account name).
  4. Go to Customers Insights facet. 
  5. Under Key Metrics > Active Opportunities, you will see some Opportunities in Process.
  6. Click "In Process" hyperlink.
  7. It opens Guided Selling and it shows all the in process Opportunities belong to Account A. 

Resolution

This is the standard behavior of the system.

If the feature/functionality is required urgently, please refer to KBA 3475641 - Functionality Currently not Available.

An alternative option may be to check the corresponding SAP Customer Influence Site to submit an idea:

Keywords

Guided Selling ; Customer Insights ; Opportunity ; List ; Linked ; Filtered , KBA , LOD-CRM-SBS-360 , Customer 360 Profile , How To

Product

SAP Cloud for Customer add-ins all versions