SAP Knowledge Base Article - Public

3374116 - New Opportunity created from Guided Selling is opened in the Opportunity UI instead of in the Guided selling UI

Symptom

New Opportunity created from Guided Selling view is opened in the Opportunity UI instead of in the Guided selling UI.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to Sales work center.
  2. Navigate to Guided Selling view.
  3. Click New.
  4. Fill in the mandatory fields.
  5. Click on Save and Open button.
  6. The Opportunity created just now is opened in the Opportunity UI instead of in the Guided selling UI.

Cause

This is the standard system behavior. There is limitation here as the system needs few seconds before syncing the newly created Opportunity to Guided Selling.

Resolution

To open the Guided Selling view of the Opportunity, please kindly reopen the Opportunity in the Guided Selling work center. Or please kindly open the Guided Selling tab in the Opportunity instead.  

Keywords

Opportunity; Guided Selling; create New , KBA , LOD-CRM-SBS-GS , Guided Selling and Playbook , LOD-CRM-OPP , Opportunity Management , Problem

Product

SAP Cloud for Customer core applications all versions