SAP Knowledge Base Article - Public

3535614 - Guided Selling Activities Missing

Symptom

You are working with an opportunity that contains activities in the 'Activities' tab. However, when opening the Guided Selling tab you do not see all of them. You wonder what the logic is behind it.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Open the Opportunities view.
  3. Open opportunity ABC (where ABC is the ID of an opportunity).
  4. Go to the Activities tab.
  5. Notice DEF activities (where DEF are activities in the activities tab).
  6. Go to the Guided Selling view.

You do not see DEF in the timeline or activities section.

Cause

The guided selling activities that will be presented here are activities with status completed/open/in process.

Resolution

This is the system standard behavior. The 'show completed' checkbox can help you see also the completed ones.

Keywords

Guided, Selling, Activities, Missing, Not, Appear, Phone, Call, Appointment, Task, Opportunity, Opportunities, Activity , KBA , LOD-CRM-SBS-GS , Guided Selling and Playbook , LOD-CRM-ACT , Activities , Problem

Product

SAP Cloud for Customer core applications 2408