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 any Account.
  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 Opportunities in the system, the Opportunities in process. 

Resolution

This is the current expected behavior of SAP Cloud for Customer.

  1. If you are a partner: please use cloudsolutionpartner@sap.com or the Partnerfinder.
  2. If you are a customer:

Contact your Account Executive. Check the link https://www.sap.com/services/innovation.html#contact-us.

An alternative option may be to check the SAP Cloud for 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