Symptom
You noticed that only the Internal Status is displayed in Opportunity's header/Kanban Card. You would like to have the Custom Statuses displayed instead.
Environment
- SAP Sales Cloud Version 2
- SAP Sales Cloud and SAP Service Cloud Version 2
Reproducing the Issue
- Go to Guided Selling workcenter.
- In Kanban View, you can see the Opportunity's internal status maintained.
- You can also open any Opportunity.
- In the header, click "Set the Status".
- Select a Custom Status.
- You will see that the Internal Status is maintained, not the Custom one.
Cause
You can change which Status will be displayed in Opportunities via Settings.
Resolution
In order to change this, please follow the steps below:
- Go to User Menu.
- Go to Settings.
- Open Opportunities.
- Go to General Settings.
- In Opportunity Status Display, select which status you want to be displayed in Opportunity.
See Also
Keywords
Status , Custom , Opportunity , Setting , Display , Kanban , 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