SAP Knowledge Base Article - Public

3553358 - How to view upcoming Playbook recommendations in the Opportunity?

Symptom

You would like to understand how to see the upcoming recommendations from the Playbook assigned to the Opportunity.

Environment

  • SAP Sales Cloud Version 2
  • SAP Sales and Service Cloud Version 2

Reproducing the Issue

  1. Open the navigation menu.
  2. Select Guided Selling view.
  3. In the Guided Selling view, locate and open the desired Opportunity.
  4. On the progress bar, click on the next sales phase.
  5. The upcoming recommendations will be shown.

Cause

Once the user progresses to the next phase, all recommendations are generated. If the user returns to a previous phase, the generated items will remain.

Resolution

To view upcoming recommendations, the user must use the progress bar and select a future phase. This provides a simulated preview of the upcoming items without generating them.

Keywords

Progress Bar, Next phase, Playbook, Opportunity, Guided Selling, Activities, Sales Cloud Version 2, CNS , KBA , CEC-CRM-PLA , Sales Playbook for SAP Sales/Service Cloud , How To

Product

SAP Sales Cloud and SAP Service Cloud Version 2 1.0