SAP Knowledge Base Article - Preview

3562723 - Playbook Tasks Persisting After Sales Phase Reversion

Symptom

When reverting the Sales Phase of the Opportunity from B back to A, the Tasks which were auto-assigned by Playbook in Sales Phase B will not disappear.


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Environment

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

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions ; SAP Sales Cloud Version 2 all versions ; SAP Sales Cloud and SAP Service Cloud Version 2 all versions

Keywords

Playbook, Opportunity, Sales Phase, Guided Selling, Auto-Assigned Tasks. , KBA , CEC-CRM-PLA , Sales Playbook for SAP Sales/Service Cloud , LOD-CRM-SBS-GS , Guided Selling and Playbook , CEC-CRM-GS , Guided Selling/Opportunity for SAP Sales/Service Cloud , Problem

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