Symptom
How to control the Close Date default value for Opportunities in Guided Selling
Environment
SAP Sales Cloud and SAP Service Cloud Version 2
Reproducing the Issue
- Open Navigation Menu
- Open Guided Selling
- Click on Create button
- Enter the Document Type
- The Close Date is populated automatically
Cause
Set the number of days to close from the Start Date in the 'Days To Close' column of the Document Type setting for Opportunities.
Resolution
- Click on User Menu
- Go to Settings
- Click on 'All Settings' facet
- Go to Opportunities
- Click on Document Type
- Set the number of days in the 'Days To Close' column for the respective Document Type
Keywords
document type, start date, close, date, default, number of days, change , KBA , CEC-CRM-GS , Guided Selling/Opportunity for SAP Sales/Service Cloud , How To
Product
SAP Sales Cloud and SAP Service Cloud Version 2 1.0